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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 achieving revenue growth. Proficient in navigating compliance and regulatory frameworks within the financial services industry.
Highest-signal resume keywords
Personal Financial PlanningInvestment ManagementClient Relationship ManagementFINRA Series 7SIE Certification
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 ProductsInsurance SolutionsClient Needs AnalysisSales Activity ManagementCompliance KnowledgeMarket Trend AnalysisPortfolio Management
Soft Skills
Interpersonal SkillsSales SkillsRelationship ManagementWritten CommunicationPresentation Skills
Tools & Technologies
Microsoft OfficeContact Management System
Certifications & Qualifications
SIE CertificationFINRA Series 7FINRA Series 66Life Insurance LicenseHealth Insurance LicenseVariable Insurance License
Industry Keywords
Financial ServicesMass Affluent MarketRetail LendingCompliance FrameworksPremier Banking Program
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 and service banking, mortgage, planning, investment, and insurance solutions
- Use personal financial planning and advisory concepts to develop and deepen client relationships
- Leverage the Truist referral network to generate client acquisition
- Profile and analyze client financial needs and conditions
- Work with financial advisors on investment accounts and asset allocation objectives
- Monitor economic, legal, financial planning, investment, market, and business trends
- Act as a financial planning and advisory resource for clients, attorneys, and CPAs
- Meet revenue growth, profitability, and retention goals through client development and product marketing
- Maintain sales activity, pipeline, and related information in the bank's contact management system
- Collaborate with Truist product and service specialists to provide integrated client service
- Build 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 bank products for the mass affluent market
- SIE, FINRA Series 7, and Series 66 (or Series 63 and 65 in lieu of Series 66) must be active and maintained or obtained within 100–150 days of job entry
- 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 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
- 401(k) plan
- At least 10 days of vacation during the first year, 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