Premier Advisor - Roswell or Alpharetta, GA

Serve as the primary relationship manager for a portfolio of mass affluent clients, using personal financial planning and advisory concepts to deepen relationships. Deliver and sell a broad range of retail banking solutions—banking, mortgage, planning, investments, and insurance—while leveraging the Truist referral network for client acquisition. Meet revenue, growth, profitability, and retention goals, maintain sales activity in the contact management system, and ensure compliance through established audit and regulatory frameworks.