Premier Advisor - North Pinellas

Serve as the primary relationship manager for a portfolio of mass affluent clients, building and deepening financially complex relationships. Provide integrated advice and solutions across retail banking, mortgage, planning, investments, and insurance, leveraging referral networks for new client acquisition. Meet revenue, profitability, and retention goals by expanding services and managing sales activity. Partner with internal specialists and external centers of influence while maintaining audit, compliance, and regulatory standards.