Truist Financial

3 weeks ago

Premier Advisor - Franklin, TN

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, building and deepening relationships through objective personal financial planning and integrated advice. Sell and deliver retail banking, mortgage, investment, and insurance solutions, meet growth and retention goals, and manage sales pipeline using the bank’s contact management system. Stay current on economic, legal, and market trends and work across Truist teams and external centers of influence within audit, compliance, and regulatory frameworks.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Serve as the primary relationship manager for a portfolio of mass affluent clients, providing ongoing service and selling/delivering retail banking products and services.
•Assess and update understanding of clients’ financial needs using personal financial planning analysis; partner with investment advisors to support investment and asset allocation objectives.
•Monitor economic, legal, and market trends impacting clients and act as a personal financial planning/advisory resource for clients and their CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and managing sales pipeline in the contact management system.
•Coordinate with Truist Integrated Relationship Management (IRM) partners and external centers of influence to deliver integrated, compliant client solutions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience and training.
•Minimum of five years of financial services client experience working with 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 plus understanding of mass affluent retail credit and bank products.
•Maintain required securities and insurance licenses (SIE, FINRA Series 7 and 66; Series 63 and 65 in lieu of 66) and applicable insurance licenses; obtain and remain compliant with SAFE Mortgage Licensing Act and NMLS requirements.
•Strong interpersonal, sales, relationship management, and communication skills including proficiency with Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal communication

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing Act compliantNMLS

Certifications:Certified 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

3 weeks ago

Premier Advisor - Franklin, TN

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Serve as the primary relationship manager for a portfolio of mass affluent clients, providing ongoing service and selling/delivering retail banking products and services.
•Assess and update understanding of clients’ financial needs using personal financial planning analysis; partner with investment advisors to support investment and asset allocation objectives.
•Monitor economic, legal, and market trends impacting clients and act as a personal financial planning/advisory resource for clients and their CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and managing sales pipeline in the contact management system.
•Coordinate with Truist Integrated Relationship Management (IRM) partners and external centers of influence to deliver integrated, compliant client solutions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience and training.
•Minimum of five years of financial services client experience working with 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 plus understanding of mass affluent retail credit and bank products.
•Maintain required securities and insurance licenses (SIE, FINRA Series 7 and 66; Series 63 and 65 in lieu of 66) and applicable insurance licenses; obtain and remain compliant with SAFE Mortgage Licensing Act and NMLS requirements.
•Strong interpersonal, sales, relationship management, and communication skills including proficiency with Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal communication

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing Act compliantNMLS

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