Premier Advisor

Role Overview

• Serve as 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.
• Establish and periodically update understanding of client financial needs and conditions.
• Keep abreast of changing economic, legal, financial planning, investment trends.
• Meet revenue growth, profitability and retention goals by developing new clients.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
• Work within existing audit, compliance and regulatory framework.

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 personal financial planning/advisory/insurance and investment management/asset allocation concepts.
• A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be active and maintained.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including demonstrated proficiency in Microsoft Office software.

Benefits

• medical, dental, vision, life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• no less than 10 days of vacation
• 10 sick days
• paid holidays
• Truist’s defined benefit pension plan
• restricted stock units
• deferred compensation plan