Premier Advisor - Orlando, FL

Serve as the primary relationship manager for a portfolio of mass affluent clients, using personal financial planning and advisory concepts to develop and deepen relationships. Sell and deliver a broad range of retail banking, mortgage, planning, investments, and insurance solutions, leveraging referrals to acquire clients. Meet revenue growth, profitability, and retention goals while coordinating with internal IRM partners and external centers of influence, and maintain compliance within audit and regulatory frameworks.