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Core 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 client relationships and delivering comprehensive financial solutions. Proficient in navigating compliance and regulatory frameworks within the financial services industry.
Highest-signal resume keywords
Financial Services ExperiencePersonal Financial PlanningInvestment ManagementRelationship ManagementSecurities Industry Essentials (SIE)
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 PlanningInvestment ManagementAsset AllocationRetail Banking ProductsMortgage SolutionsInsurance SolutionsClient Portfolio ManagementSales Activity ManagementMarket Trend AnalysisCompliance Knowledge
Soft Skills
Interpersonal SkillsSales SkillsRelationship Management SkillsWritten Communication SkillsVerbal Communication SkillsPresentation Skills
Tools & Technologies
Microsoft OfficeContact Management System
Certifications & Qualifications
FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)Life Insurance LicenseHealth Insurance LicenseVariable Insurance LicenseSAFE Mortgage Licensing Act Compliance
Industry Keywords
Mass Affluent MarketRetail LendingFinancial AdvisoryClient DevelopmentProduct MarketingAudit FrameworksRegulatory FrameworksNMLS RegistrationEconomic TrendsBusiness Trends
About the role
Key responsibilities & impact- Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships
- Establish new managed client portfolios in de novo circumstances
- Deliver banking, mortgage, financial planning, investment, and insurance solutions
- Leverage the referral network to acquire clients and provide comprehensive advice
- Provide ongoing service for fee-income and retail banking products and services
- Profile clients and analyze their personal financial planning needs and conditions
- Work with financial advisors on investment accounts and asset allocation objectives
- Monitor economic, legal, financial planning, investment, market, and business trends
- Meet revenue growth, profitability, and retention goals through client development and product marketing
- Maintain sales activity, pipeline, and related information in the contact management system
- Collaborate with internal product and service specialists to provide integrated client service
- Develop business relationships with external centers of influence
- Operate within audit, compliance, and regulatory frameworks
- Participate in the implementation and development of the Premier Banking program
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 such as Microsoft Office
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment
- 10 sick days during the first year of employment
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)