Premier Advisor - Orlando, FL

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales","Relationship management","Communication","Presentation"]

Serve as the primary relationship manager for a mass affluent portfolio, selling and delivering a broad set of fee-income retail banking products. Build and maintain client understanding through personal financial planning analysis, while partnering with advisors on investment accounts and asset allocation objectives. Grow revenue and retention by acquiring new clients, expanding services, and leveraging the Truist referral network. Maintain a compliant, high-quality client portfolio and support the Premier Banking program.

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Truist Financial
Truist Financial
1 month ago

Premier Advisor - Orlando, FL

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Job Summary

Serve as the primary relationship manager for a mass affluent portfolio, selling and delivering a broad set of fee-income retail banking products. Build and maintain client understanding through personal financial planning analysis, while partnering with advisors on investment accounts and asset allocation objectives. Grow revenue and retention by acquiring new clients, expanding services, and leveraging the Truist referral network. Maintain a compliant, high-quality client portfolio and support the Premier Banking program.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Serve as primary relationship manager for a mass affluent client portfolio, selling, delivering, and providing ongoing service for retail banking products and services.
  • •Develop and update understanding of client financial needs using profiling and personal financial planning analysis; work with financial advisors on investment accounts for objectives and policies.
  • •Stay current on economic, legal, financial planning, investment, and market trends affecting mass affluent clients; provide advisory resource support for clients and professionals such as CPAs.
  • •Meet revenue growth, profitability, and retention goals by acquiring new clients, expanding services, marketing new products, and managing sales activities and pipelines in the bank’s contact management system.
  • •Coordinate with Truist specialists (IRM partners) and external centers of influence to deliver integrated client service, ensure compliance within audit/compliance/regulatory frameworks, and support Premier Banking program implementation.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree in business, accounting, finance, banking, or equivalent financial services experience and training.
  • •Minimum 5 years of financial services client experience covering banking, investments, and/or retail lending (or 1 year in a financial client relationship manager role).
  • •Advanced knowledge of personal financial planning/advisory, insurance, investment management/asset allocation, and retail credit and bank products for mass affluent clients.
  • •Maintain active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or 63 and 65 in lieu of 66), plus applicable insurance licenses (Life, Health, Variable), and meet SAFE Mortgage Licensing Act and NMLS requirements.
  • •Strong interpersonal, sales, relationship management, and communication skills, including proficiency with Microsoft Office.
Experience:5+ yearsFinancial services
Education:Bachelor's in business, accounting, finance, banking
Skills:Interpersonal skillsSalesRelationship managementCommunicationPresentation
Licenses:SAFE Mortgage Licensing ActNMLS
Certifications:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Life InsuranceHealth InsuranceVariable
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn