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Posted: 10/18/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of personal financial planning, investment management, and asset allocation while effectively managing complex client relationships in the mass affluent market. Proficient in leveraging banking, mortgage, and insurance solutions to meet client needs and achieve revenue growth.
Highest-signal resume keywords
Personal Financial PlanningInvestment ManagementClient Relationship ManagementFINRA Series 7Securities Industry Essentials (SIE)
About the role
Key responsibilities & impact- Serve as the primary relationship manager for a portfolio of financially complex mass affluent client relationships
- Establish new managed portfolios of financially complex client relationships in de novo circumstances
- Sell, deliver, and provide ongoing service for fee income and retail banking products and services
- Use personal financial planning and financial advisory concepts to develop and deepen client relationships
- Provide integrated banking, mortgage, planning, investment, and insurance solutions
- Leverage the Truist referral network to generate client acquisition
- Update understanding of client financial needs through profiling and personal financial planning analysis
- Work with financial advisors on investment accounts to support investment and asset allocation objectives
- Monitor economic, legal, financial planning, investment, market, and business trends affecting mass affluent clients
- Serve as a personal financial planning and advisory resource for clients, attorneys, and CPAs
- Meet revenue growth, profitability, and retention goals through client development and product marketing
- Participate in sales management, segmentation, automated sales, and referral processes
- Maintain sales activity, pipeline, and related information in the bank's contact management system
- Collaborate with Truist product and service specialists across banking, mortgage, planning, investments, and insurance
- Advocate for clients with integrated relationship management partners
- Build mutually beneficial relationships with external centers of influence
- Operate within audit, compliance, and regulatory frameworks
- Participate in the implementation and development of the Premier Banking program, including processes, products, services, and operating policies
Requirements
What you’ll need- Bachelor's degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience and related training
- Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending, or one year's experience in a financial client relationship manager role
- Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset allocation concepts
- Understanding of retail credit and traditional retail bank products for the mass affluent market
- Securities Industry Essentials (SIE), FINRA Series 7, and FINRA Series 66 (or Series 63 and 65 in lieu of Series 66), plus applicable Life, Health, and Variable Insurance licenses must be active and maintained, or obtained within 100–150 days of job entry
- Active FINRA licenses must be transferred within 60 days of job entry
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including applicable NMLS registration and acceptable background check
- Strong interpersonal, sales, and relationship management skills
- Strong written, verbal, and presentation skills
- Proficiency in basic computer applications, including Microsoft Office
- English language fluency required
- Preferred: master's degree in business, accounting, finance, or banking
- Preferred: Mass Affluent Banking experience
- Preferred: completion or enrollment in professional certification programs such as CFP, CFA, AAMS, CTFA, CLU, CRPC, or ChFC
- Preferred: completion of a leadership development program or banking school
Benefits
Comp & perks- Medical, dental, and vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Potential eligibility for a defined benefit pension plan
- Potential eligibility for restricted stock units
- Potential eligibility for a deferred compensation plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Advisory ConceptsAsset AllocationRetail Banking ProductsInvestment Accounts ManagementFinancial Planning AnalysisSales ManagementClient DevelopmentMarket Trend AnalysisCompliance FrameworksMortgage Licensing Act Compliance
Soft Skills
Interpersonal SkillsSales SkillsRelationship ManagementWritten CommunicationPresentation Skills
Tools & Technologies
Microsoft OfficeContact Management System
Certifications & Qualifications
FINRA Series 66Life Insurance LicenseHealth Insurance LicenseVariable Insurance LicenseCFPCFAAAMSCTFACLUCRPC
Industry Keywords
Mass Affluent MarketRetail LendingFinancial ServicesBankingInvestment ProductsInsurance SolutionsClient AcquisitionRevenue GrowthProfitability GoalsAudit Compliance