Serve as the primary relationship manager for a portfolio of mass affluent clients
Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients
Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis
Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies
Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients
Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs)
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients
Establish and maintain excellent working relationships with various Truist teammate product and service specialists

Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training
Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role
Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market
A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date
Strong interpersonal, sales and relationship management skills
Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

medical, dental, vision, life insurance, disability, accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status)
10 sick days (also prorated)
paid holidays

Premier Advisor

Key skills