Senior Mass Affluent Advisor & Relationship Lead
Listed on 2026-10-13
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Banking & Finance
Truist Wealth is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients in the Dallas area. You will deliver comprehensive banking, mortgage, planning, investments and insurance solutions using objective financial planning concepts.
You will collaborate with financial advisors and IRM partners to expand client relationships, meet revenue targets, and ensure a high level of service and regulatory compliance. Strong communication and sales skills are essential.
This role, Senior Mass Affluent Advisor & Relationship Lead at Truist, could be your next career step.
Join Truist and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Mass Affluent Advisor & Relationship Lead role at Truist, based in Dallas, TX, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).