Truist Financial

1 week ago

Premier Advisor - Lakeland, FL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, building and deepening financially complex relationships. Use personal financial planning and advisory concepts to deliver an integrated suite of retail solutions across banking, mortgage, planning, investments, and insurance. Drive revenue growth, profitability, and retention by acquiring new clients, expanding services, marketing products, and managing sales activity and referral networks within Truist’s compliance framework.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as the primary relationship manager for a portfolio of mass affluent clients, selling, delivering, and providing ongoing service for retail banking products and services.
•Develop and update understanding of clients’ financial needs using profiling and personal financial planning analysis; coordinate with financial advisors on investment accounts and asset allocation objectives.
•Monitor and stay current on economic, legal, financial planning, investment trends, and market issues affecting mass affluent clients; provide personal financial planning/advisory support to clients, their attorneys, and CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and using Truist segmentation models and automated sales/referral processes.
•Build relationships across internal IRM product and service specialists and external centers of influence, while operating within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum five years of financial services experience working with clients in banking, investments, and/or retail lending (or one 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.
•Maintain required financial and insurance licensing: SIE and FINRA Series 7/66 (or 63 and 65 in lieu), plus applicable Life, Health, and Variable insurance licenses; SAFE Mortgage Licensing Act and NMLS background check compliance.
•Strong interpersonal, sales, and relationship management skills, plus strong written, verbal, and presentation skills with proficiency in Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal communicationPresentation skills

Licenses:FINRA Series 7FINRA Series 66Life insuranceHealth insuranceVariable insuranceSAFE Mortgage Licensing ActNMLS

Certifications:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Certified Financial Planner (CFP)Chartered Financial Analyst (CFA)Accredited Asset Management Specialist (AAMS)Certified Trust and Financial Advisor (CTFA)Chartered Life Underwriter (CLU)CRPC (Chartered Retirement Planning Counselor)ChFC (Chartered Financial Consultant)

Languages:English

Tech Stack:Microsoft OfficeContact management system

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

1 week ago

Premier Advisor - Lakeland, FL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as the primary relationship manager for a portfolio of mass affluent clients, selling, delivering, and providing ongoing service for retail banking products and services.
•Develop and update understanding of clients’ financial needs using profiling and personal financial planning analysis; coordinate with financial advisors on investment accounts and asset allocation objectives.
•Monitor and stay current on economic, legal, financial planning, investment trends, and market issues affecting mass affluent clients; provide personal financial planning/advisory support to clients, their attorneys, and CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and using Truist segmentation models and automated sales/referral processes.
•Build relationships across internal IRM product and service specialists and external centers of influence, while operating within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum five years of financial services experience working with clients in banking, investments, and/or retail lending (or one 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.
•Maintain required financial and insurance licensing: SIE and FINRA Series 7/66 (or 63 and 65 in lieu), plus applicable Life, Health, and Variable insurance licenses; SAFE Mortgage Licensing Act and NMLS background check compliance.
•Strong interpersonal, sales, and relationship management skills, plus strong written, verbal, and presentation skills with proficiency in Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal communicationPresentation skills

Licenses:FINRA Series 7FINRA Series 66Life insuranceHealth insuranceVariable insuranceSAFE Mortgage Licensing ActNMLS

Languages:English

Tech Stack:Microsoft OfficeContact management system

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