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Financial Advisor Financial Consultant

Mass Affluent Relationship Manager & Financial Planner

Job in Lakeland, Polk County, Florida, 33809, USA
Listing for: Truist
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Truist in Lakeland, FL, seeks a relationship manager to oversee a portfolio of mass affluent clients. Responsibilities include delivering financial products, understanding client needs, and collaborating with financial advisors. Candidates should have a Bachelor's degree and 5+ years in financial services. The role requires strong interpersonal skills and knowledge of investment management. Truist offers a comprehensive benefits package, including medical, 401k, and paid time off.
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