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Wealth Management Specialist

2 months ago

Smyrna, Georgia, United States Truist Financial Full time
Job Overview:
As the primary relationship steward for a designated group of mass affluent clients, you will be responsible for developing and maintaining a comprehensive understanding of their financial requirements. It is essential to stay informed about evolving economic conditions that may affect clients' financial situations. Your role will involve achieving revenue growth and client retention objectives.

Key Responsibilities:
  • Build and nurture relationships with product and service experts.
  • Ensure adherence to compliance and regulatory standards.
  • Contribute to the continuous enhancement of the Premier Banking initiative.

Qualifications Required:
A bachelor's degree in a relevant discipline is necessary, along with a minimum of six years of experience in the financial services sector. Exceptional interpersonal and relationship management abilities are crucial. Proficiency in financial planning tools and an advanced understanding of personal financial planning principles are also required.

Preferred Qualifications:
A master's degree in a related field is advantageous. Completion of professional certification programs and participation in a Leadership Development Program are also preferred.

Truist Financial provides a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401k plan for eligible employees. We are committed to fostering a diverse workforce and are proud to be an Equal Opportunity Employer.