Premier Advisor - Fairfax, VA

Truist Financial
United States
Workplace: OnsiteFull timeUSD 92,000 - 120,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Relationship management","Communication","Presentation skills"]

Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized service and a broad suite of retail banking, mortgage, planning, investments, and insurance solutions. Build and deepen client relationships through financial planning and advisory, leverage referrals for client acquisition, and meet revenue, retention, and profitability goals while staying current on market trends, compliance, and regulatory requirements.

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Truist Financial
Truist Financial
1 day ago

Premier Advisor - Fairfax, VA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized service and a broad suite of retail banking, mortgage, planning, investments, and insurance solutions. Build and deepen client relationships through financial planning and advisory, leverage referrals for client acquisition, and meet revenue, retention, and profitability goals while staying current on market trends, compliance, and regulatory requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and delivering retail banking products and providing ongoing personalized service.
  • •Establish and update understanding of client financial needs through sound profiling and personal financial planning analysis, and coordinate with advisors on investment accounts.
  • •Stay current on economic, legal, financial planning, investment trends, and market/business issues impacting mass affluent clients; advise clients, their attorneys, and CPAs on planning.
  • •Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing products, and manage sales activity and pipeline in the bank’s contact management system.
  • •Coordinate with Truist product and service specialists and external centers of influence to ensure integrated client development and servicing while working within audit, compliance, and regulatory frameworks.

Pay and Benefits

Salary: USD 92,000 - 120,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid 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 in 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, and retail credit/traditional retail bank products.
  • •Maintain active Securities Industry Essentials (SIE), FINRA Series 7, 66 (or 63/65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable), plus SAFE Mortgage Licensing Act compliance within required timelines.
  • •Strong interpersonal, sales, and relationship management skills, with strong written, verbal, and presentation skills.
Experience:5+ yearsFinancial servicesRetail bankingWealth advisory
Education:Bachelor's in business, accounting, finance, banking
Skills:Interpersonal skillsSales skillsRelationship managementCommunicationPresentation skills
Licenses:SIEFINRA Series 7FINRA Series 66Insurance license (Life)Insurance license (Health)Insurance license (Variable)SAFE Mortgage Licensing ActNMLS
Certifications:CFPCFAAAMSCTFACLUCRPCChFC
Languages:English
Tech Stack:Microsoft Office

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
WebsiteLinkedIn