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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of personal financial planning, investment management, and retail banking products tailored for mass affluent clients. Proven ability to build and maintain client relationships while achieving revenue growth and compliance with regulatory standards.
Highest-signal resume keywords
Personal Financial PlanningInvestment ManagementClient Relationship ManagementSecurities Industry Essentials (SIE)FINRA Series 7
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
- Sell, deliver, and provide ongoing service for fee income and retail banking products and services
- Develop and 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
- Provide personal financial planning and advisory resources to clients, attorneys, and CPAs
- Meet revenue growth, profitability, and retention goals through client development and product marketing
- Use sales management processes, segmentation models, automated sales tools, referral processes, and contact management systems
- Build relationships with Truist product and service specialists across banking, mortgage, planning, investments, and insurance
- Establish business relationships with external centers of influence
- Maintain compliance with audit, regulatory, and compliance frameworks
- Participate in the implementation and development of the Premier Banking program, including processes, products, services, and 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, asset allocation, retail credit, and traditional retail bank products for the mass affluent market
- Securities Industry Essentials (SIE), FINRA Series 7, and Series 66 (or Series 63 and 65) and 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
- SAFE Mortgage Licensing Act compliance 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 fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated
- 10 sick days, prorated
- 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
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 Planning AnalysisAsset AllocationRetail Banking ProductsInvestment Accounts ManagementCompliance Frameworks
Soft Skills
Interpersonal SkillsSales SkillsRelationship ManagementWritten CommunicationPresentation Skills
Tools & Technologies
Sales Management ProcessesAutomated Sales ToolsContact Management SystemsSegmentation ModelsMicrosoft Office
Certifications & Qualifications
FINRA Series 66Life Insurance LicenseHealth Insurance LicenseVariable Insurance LicenseSAFE Mortgage Licensing Act Compliance
Industry Keywords
Mass Affluent MarketRetail LendingFinancial ServicesInvestment TrendsClient Development