Strategic Mass Affluent Relationship Advisor

Truist Wealth; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Sick leave

Holiday pay

Employee stock options

Job summary

Truist Wealth seeks an experienced Relationship Manager to oversee a portfolio of mass affluent clients, delivering comprehensive financial guidance across banking, mortgage, planning, investments and insurance within the Truist footprint.

You will leverage personal financial planning concepts and work with Truist’s advisory network to grow relationships, provide integrated solutions, and maintain high service standards in a regulated environment.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience.
• Minimum five years of financial services experience with banking, investments, and/or retail lending.
• Strong knowledge of personal financial planning/advisory concepts and retail products for mass affluent clients.
• Active FINRA licenses and/or insurance licenses or must be obtained within 100–150 days; SAFE Mortgage Licensing Act compliance.

Responsibilities

• Serve as the primary relationship manager for mass affluent clients and deliver a broad range of banking, investment and advisory services.
• Develop and update understanding of client needs through personal financial planning and profiling.
• Keep abreast of market trends and act as a resource for clients and their CPAs.
• Meet revenue growth, profitability and retention goals by acquiring and expanding client relationships.
• Collaborate with IRM partners to provide integrated solutions and ensure seamless service.

Skills

Relationship management

Sales

Financial planning

Communication

MS Office

Education

Bachelor's degree in business/finance

Tools

FINRA SIE

Series 7/66

NMLS

CRM systems

Job description

Truist Wealth seeks an experienced Relationship Manager to oversee a portfolio of mass affluent clients, delivering comprehensive financial guidance across banking, mortgage, planning, investments and insurance within the Truist footprint.

You will leverage personal financial planning concepts and work with Truist’s advisory network to grow relationships, provide integrated solutions, and maintain high service standards in a regulated environment.