Premier Advisor – In Market Virtual

Role Overview

• Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment.
• Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a wide range of banking, mortgage, planning, investments, and insurance services.
• 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.
• Work within existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of client relationships.

Requirements

• 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.
• 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.

Benefits

• Medical, dental, vision, life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation during the first year of employment (prorated)
• 10 sick days (also prorated)
• Paid holidays
• Specific benefits based on division of Truist offering the position.