Premier Advisor - Murrell Inlet, SC

Serve as the primary relationship manager for a portfolio of mass affluent clients, building and deepening relationships through personal financial planning and advisory. Provide integrated retail banking solutions across banking, mortgage, planning, investments, and insurance while leveraging Truist’s referral network to acquire clients and grow revenue. Maintain compliant portfolios by working within audit, compliance, and regulatory frameworks and using contact management systems to manage pipeline and sales activity.