20 hours ago

Premier Advisor - Chattanooga, TN

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent, financially complex clients. Use personal financial planning and advisory concepts to deepen relationships and deliver integrated solutions across banking, mortgage, planning, investments, and insurance. Leverage referral networks for client acquisition, meet growth and retention goals, coordinate with Truist product specialists and external centers of influence, and ensure compliance with audit, regulatory, and sales processes.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Serve as the primary relationship manager for a portfolio of mass affluent clients, providing personalized service and selling/delivering retail banking products and services.
•Assess and update client financial needs and conditions using profiling and personal financial planning analysis; coordinate with financial advisors on investment account objectives and policies.
•Stay current on economic, legal, financial planning, and investment trends, and act as a personal financial planning/advisory resource for clients and their CPAs.
•Drive revenue growth, profitability, and retention by developing new clients, expanding services, marketing products, and managing sales activity/pipeline using the bank’s contact management system.
•Collaborate with Truist product and service specialists (IRM partners) and external centers of influence to ensure integrated client development and servicing while supporting compliance within audit and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience and related training.
•Minimum of 5 years of financial services experience working with clients in banking, investments, and/or retail lending, or 1 year in a financial client relationship manager role.
•Advanced knowledge of personal financial planning/advisory/insurance and investment management/asset allocation concepts for the mass affluent market.
•Active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (or 63 and 65 in lieu), plus applicable insurance licenses (Life, Health, Variable); obtain/transfer required licenses within stated timelines.
•Strong interpersonal, sales, relationship management, and communication skills, including proficiency in Microsoft Office.

Experience:5+ yearsFinancial servicesRetail lendingWealthBanking

Education:Bachelor's in business, accounting, finance, banking

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing Act compliantNMLS background check

Certifications:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Certified 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)Chartered Financial Consultant (ChFC)

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

Website LinkedIn

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Truist Financial

20 hours ago

Premier Advisor - Chattanooga, TN

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Serve as the primary relationship manager for a portfolio of mass affluent clients, providing personalized service and selling/delivering retail banking products and services.
•Assess and update client financial needs and conditions using profiling and personal financial planning analysis; coordinate with financial advisors on investment account objectives and policies.
•Stay current on economic, legal, financial planning, and investment trends, and act as a personal financial planning/advisory resource for clients and their CPAs.
•Drive revenue growth, profitability, and retention by developing new clients, expanding services, marketing products, and managing sales activity/pipeline using the bank’s contact management system.
•Collaborate with Truist product and service specialists (IRM partners) and external centers of influence to ensure integrated client development and servicing while supporting compliance within audit and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience and related training.
•Minimum of 5 years of financial services experience working with clients in banking, investments, and/or retail lending, or 1 year in a financial client relationship manager role.
•Advanced knowledge of personal financial planning/advisory/insurance and investment management/asset allocation concepts for the mass affluent market.
•Active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (or 63 and 65 in lieu), plus applicable insurance licenses (Life, Health, Variable); obtain/transfer required licenses within stated timelines.
•Strong interpersonal, sales, relationship management, and communication skills, including proficiency in Microsoft Office.

Experience:5+ yearsFinancial servicesRetail lendingWealthBanking

Education:Bachelor's in business, accounting, finance, banking

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing Act compliantNMLS background check

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

Website LinkedIn