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Mass Affluent Relationship Leader & Financial Advisor
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-07-13
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Truist Financial Corporation is seeking a Primary Relationship Manager for a mass affluent client portfolio. You will serve as the main advisor, delivering banking products and wealth planning support while coordinating with IRM partners.
The role requires strong interpersonal and sales skills, with licensing and regulatory acumen. A bachelor’s degree in business or finance is required, and advanced certifications are a plus. Strong MS Office capabilities are expected.
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