Truist Financial

2 weeks ago

Premier Advisor - Tampa Palms, FL

✓ 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, delivering ongoing service and selling a range of retail banking products and services. Develop client financial needs through personal financial planning and advisory concepts, stay current on economic and market trends, and meet growth, profitability, and retention goals. Partner with Truist specialists and external centers of influence, ensure compliance within audit and regulatory frameworks, and use sales tools and contact management systems to manage pipeline and activity.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as primary relationship manager for a portfolio of mass affluent clients, selling and delivering retail banking products and providing ongoing client service.
•Assess and update client financial needs and conditions using personal financial planning analysis, and coordinate with financial advisors on investment accounts.
•Stay abreast of economic, legal, financial planning, investment, and market trends, serving 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 products, and using the automated sales process and referrals.
•Establish integrated partnerships with Truist product and service specialists (IRM partners) and external centers of influence, ensuring compliance with audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum of five years of financial services experience working with clients dealing 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, including retail credit and retail bank products for mass affluent clients.
•Maintain active Securities Industry Essentials (SIE), FINRA Series 6 or 7, and applicable insurance licenses (Life, Health, and Variable), or obtain within 100-150 days; transfer active FINRA licenses within 60 days; comply with SAFE Mortgage Licensing Act and applicable NMLS background check requirements.
•Strong interpersonal, sales, and relationship management skills; strong written, verbal, and presentation skills; proficiency in Microsoft Office basics.

Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lendingWealth/advisory

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal presentation

Licenses:Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing ActFINRA SIEFINRA Series 6FINRA Series 7FINRA Series 66NMLS

Certifications:Certified Financial Planner (CFP)Chartered Financial Analyst (CFA)Accredited Asset Management Specialist (AAMS)Certified Trust and Financial Advisor (CTFA)Chartered Life Underwriter (CLU)CRPCChartered Retirement Planning Counselor (CRPC)ChFC (Chartered Financial Consultant)

Languages:English

Tech Stack:Microsoft OfficeContact management systemSIEFINRA Series 6FINRA Series 7FINRA Series 66NMLS

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

2 weeks ago

Premier Advisor - Tampa Palms, FL

✓ 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: Sales

Seniority: Mid level

Key Responsibilities

•Serve as primary relationship manager for a portfolio of mass affluent clients, selling and delivering retail banking products and providing ongoing client service.
•Assess and update client financial needs and conditions using personal financial planning analysis, and coordinate with financial advisors on investment accounts.
•Stay abreast of economic, legal, financial planning, investment, and market trends, serving 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 products, and using the automated sales process and referrals.
•Establish integrated partnerships with Truist product and service specialists (IRM partners) and external centers of influence, ensuring compliance with audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum of five years of financial services experience working with clients dealing 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, including retail credit and retail bank products for mass affluent clients.
•Maintain active Securities Industry Essentials (SIE), FINRA Series 6 or 7, and applicable insurance licenses (Life, Health, and Variable), or obtain within 100-150 days; transfer active FINRA licenses within 60 days; comply with SAFE Mortgage Licensing Act and applicable NMLS background check requirements.
•Strong interpersonal, sales, and relationship management skills; strong written, verbal, and presentation skills; proficiency in Microsoft Office basics.

Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lendingWealth/advisory

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal presentation

Licenses:Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing ActFINRA SIEFINRA Series 6FINRA Series 7FINRA Series 66NMLS

Languages:English

Tech Stack:Microsoft OfficeContact management systemSIEFINRA Series 6FINRA Series 7FINRA Series 66NMLS

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