Premier Advisor - Greenville, SC
Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Relationship management","Written communication","Verbal communication","Presentation skills","Personal financial planning"]Serve as the primary relationship manager for a portfolio of mass affluent clients. Build and deepen relationships using personal financial planning and advisory concepts, delivering integrated retail solutions across banking, mortgage, planning, investments, and insurance. Meet revenue growth, profitability, and retention goals by generating new clients, expanding services, and marketing products, while maintaining sales activity and coordinating with Truist IRM specialists and external centers of influence. Ensure compliance within audit and regulatory frameworks.

