Mass Affluent Relationship Advisor & Financial Planner
Job in
Decatur, DeKalb County, Georgia, 30089, USA
Listed on 2026-07-20
Listing for:
Truist
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Truist is seeking a Senior Relationship Manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will apply sound financial planning and advisory concepts to deliver an integrated suite of banking, mortgage, planning, investments, and insurance services.
You will collaborate with the Truist IRM partners, develop new client relationships, and strive to meet revenue, profitability, and client-satisfaction goals while maintaining a compliant portfolio.
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