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Truist Bank

Runs banking and lending for people and businesses

Premier Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeThe Villages, FL, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree with a concentration in business, accounting, finance, banking, or equivalent financial-services experience and related training is required.
  • At least five years of financial-services experience working with clients in banking, investments, and/or retail lending is required; qualifying experience may include retail, wealth, advisory, and/or retail lending experience. Alternatively, one year of experience in a financial client relationship manager role is required.
  • Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset-allocation concepts, and understanding of retail credit and traditional retail bank products for the mass affluent market, is required.
  • Active Securities Industry Essentials (SIE), FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of Series 66), and applicable Life, Health, and Variable Insurance licenses are required or must be obtained within 100–150 days of the job entry date. Active FINRA licenses must be transferred within 60 days of the job entry date.
  • Compliance with the SAFE Mortgage Licensing Act within 30 days of employment in this role, including new or transferred registration and an acceptable NMLS background check, is required.
  • Strong interpersonal, sales, and relationship-management skills are required.
  • Strong written, verbal, and presentation skills, including proficiency in basic computer applications such as Microsoft Office products, are required.

Responsibilities

  • Serve as the primary relationship manager for a portfolio of mass affluent clients and sell, deliver, and provide ongoing service for fee-income and retail banking products and services appropriate to those clients.
  • Establish and periodically update understanding of clients' financial needs and conditions through profiling and personal financial planning analysis.
  • Work proactively with the financial advisor on assigned investment accounts to ensure adherence to investment and asset-allocation objectives and policies.
  • Keep abreast of economic, legal, financial-planning, investment, market, and business developments affecting mass affluent clients.
  • Serve as a personal financial planning and advisory resource for clients, their attorneys, and Certified Public Accountants.
  • Meet revenue-growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
  • Participate in the sales-management process, including delivering client-service behaviors, supporting Truist segmentation models, using the automated sales process, and supporting referral processes and guidelines.
  • Monitor, maintain, and update sales activity, pipeline, and other pertinent information in the bank's contact-management system.
  • Establish and maintain working relationships with Truist product and service specialists designated to support client service and development, including banking, mortgage, planning, investments, and insurance partners.
  • Ensure an integrated approach to developing, servicing, and enhancing the client portfolio, and advocate for clients with Integrated Relationship Management partners.
  • Establish and maintain mutually beneficial business relationships with external centers of influence to support business development.
  • Work within audit, compliance, and regulatory frameworks to ensure a high-quality, compliant portfolio of client relationships.
  • Participate in the ongoing implementation and development of the Premier Banking program, including its processes, products, services, and operating policies and procedures.

Desired Qualifications

  • A master's degree in business, accounting, finance, or banking is preferred.
  • Mass affluent banking experience is preferred.
  • Completion of or enrollment in professional-level certification programs is preferred, ranked as follows: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist (AAMS), Certified Trust and Financial Advisor (CTFA), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), or Chartered Financial Consultant (ChFC).
  • Completion of a Leadership Development Program or Banking School, such as Truist's Leadership Development Program or Banking School, is preferred.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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