Strategic Mass Affluent Banking Advisor

Truist Financial; Sarasota (FL); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist Financial is seeking an experienced Premier Banking relationship manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will deliver personal financial planning, integrate banking, mortgage, investments, and insurance solutions, and drive client acquisition through the Truist referral network.

The role emphasizes strong client service, ongoing needs assessments, and collaboration with Integrated Relationship Management partners to provide comprehensive

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience.
• Minimum of five years financial services experience dealing with banking, investments, and/or retail lending.
• Active FINRA licenses or ability to obtain within 100-150 days; SIE, 6/7 (or 63/65) and insurance licenses.
• Strong written, verbal and presentation skills; proficient in MS Office.

Responsibilities

• Serve as primary relationship manager for mass affluent clients, selling and servicing a broad range of retail and advisory products.
• Develop understanding of client needs and coordinate with advisors for investment accounts.
• Keep abreast of market, regulatory, and financial planning trends impacting mass affluent clients.
• Meet revenue growth, profitability and retention goals through client acquisition and cross-selling.

Skills

Interpersonal skills

Sales skills

Relationship management

Microsoft Office

Education

Bachelor's degree (business/finance)

Tools

Microsoft Office

Job description

Truist Financial is seeking an experienced Premier Banking relationship manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will deliver personal financial planning, integrate banking, mortgage, investments, and insurance solutions, and drive client acquisition through the Truist referral network.

The role emphasizes strong client service, ongoing needs assessments, and collaboration with Integrated Relationship Management partners to provide comprehensive