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Posted: 10/20/2026Core 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 client relationships and delivering integrated financial solutions. Proficient in meeting revenue growth and retention goals within compliance and regulatory frameworks.
Highest-signal resume keywords
Financial Services ExperiencePersonal Financial PlanningClient 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 portfolios in de novo circumstances
- Sell, deliver, and provide ongoing service for fee-income and retail banking products and services
- Analyze client financial needs and conditions through profiling and personal financial planning
- Work with financial advisors on investment accounts and asset allocation objectives
- Advise clients, attorneys, and CPAs on financial planning and investment matters
- Develop new clients, expand services, and market products to existing clients
- Meet revenue growth, profitability, and retention goals
- Manage sales activity, pipeline, and related information in the bank's contact management system
- Collaborate with banking, mortgage, planning, investment, and insurance specialists to deliver integrated client solutions
- Maintain 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 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 banking products for the mass affluent market
- Securities Industry Essentials (SIE), FINRA Series 7, and FINRA Series 66; Series 63 and 65 may be used in lieu of Series 66
- 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
- Demonstrated proficiency in Microsoft Office software products
- 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
- Potential eligibility for a defined benefit pension plan
- Potential eligibility for restricted stock units
- Potential eligibility for a deferred compensation plan
- Reasonable accommodation for applicants with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ManagementAsset AllocationRetail Banking ProductsFinancial AnalysisSales Activity Management
Soft Skills
Interpersonal SkillsRelationship ManagementWritten CommunicationVerbal CommunicationPresentation Skills
Tools & Technologies
Contact Management SystemMicrosoft Office
Certifications & Qualifications
FINRA Series 66FINRA Series 63FINRA Series 65Life Insurance LicenseHealth Insurance License
Industry Keywords
Mass Affluent MarketRetail CreditComplianceAudit FrameworksPremier Banking Program