Virtual Premier Advisor - Brevard, FL

Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized service and selling a broad range of retail banking solutions. Use financial planning and advisory concepts to understand client needs, deepen investment and asset allocation relationships, and leverage Truist’s referral network for client acquisition. Meet revenue, profitability, and retention goals while collaborating with Integrated Relationship Management partners and adhering to audit, compliance, and regulatory requirements.