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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 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 ManagementSales Activity ManagementRegulatory Compliance
About the role
Key responsibilities & impact- Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships within the Truist footprint
- Establish new managed client portfolios in de novo circumstances
- Develop and deepen client relationships through banking, mortgage, planning, investment, and insurance solutions
- Leverage the Truist referral network to generate client acquisition and provide comprehensive advice
- Sell, deliver, and provide ongoing service for fee-income and retail banking products and services
- Profile clients and update understanding of their financial needs and conditions using personal financial planning analysis
- Work with financial advisors on assigned investment accounts and asset allocation objectives
- Advise clients, attorneys, and CPAs on personal financial planning
- Meet revenue growth, profitability, and retention goals through client development and product marketing
- Manage 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 to support business development
- 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 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 compliant within 30 days of employment, including new or transfer of registration and applicable NMLS 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
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 of employment, prorated based on date of hire and full-time or part-time status
- 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 Services ExperienceAsset Allocation ConceptsRetail Banking ProductsInvestment AdvisoryFinancial Planning Analysis
Soft Skills
Interpersonal SkillsSales SkillsRelationship ManagementWritten CommunicationPresentation Skills
Tools & Technologies
Contact Management SystemMicrosoft Office
Certifications & Qualifications
Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Life Insurance LicenseHealth Insurance LicenseVariable Insurance License
Industry Keywords
Mass Affluent MarketRetail LendingCompliance FrameworksPremier Banking ProgramClient Acquisition