Mass Affluent Wealth Advisor & Relationship Lead
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Truist Wealth in Monroe, NC seeks a Senior Relationship Manager to oversee a portfolio of mass affluent clients, delivering banking, mortgage, planning, investments and insurance solutions with integrated advice and personalized service.
You will collaborate with financial advisors, expand services to clients, stay informed on market trends, and work toward revenue growth, profitability and strong client retention within the Truist footprint.
We would love to welcome a new Mass Affluent Wealth Advisor & Relationship Lead to our group in Monroe, NC, United States.
For the Mass Affluent Wealth Advisor & Relationship Lead position at Truist, we are reviewing applications now.
Step into the Mass Affluent Wealth Advisor & Relationship Lead role at Truist in Monroe, NC, United States and grow with us.
Please review the full job details above before applying.
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