Truist Financial

2 weeks ago

Premier Advisor - Nokomis, 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, financially complex clients, using personal financial planning and advisory expertise to deepen relationships and deliver integrated retail banking, mortgage, investments, and insurance solutions. Drive client acquisition and revenue growth through referrals, proactive needs analysis, and ongoing sales execution. Partner with Truist IRM specialists and external centers of influence while maintaining compliance with audit, regulatory, and investment policies.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

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 services and providing ongoing service.
•Establish and update understanding of clients’ financial needs and conditions using profiling and personal financial planning analysis.
•Stay current on economic, legal, and investment trends and serve as a personal financial planning/advisory resource for clients and their advisors (e.g., attorneys, CPAs).
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and managing sales activity and pipelines using the contact management system.
•Work with Truist IRM product and service specialists and external centers of influence to support integrated client service, business development, and a compliant portfolio.
•Participate in ongoing implementation and development of the Premier Banking program.
•Ensure compliance by working within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Bachelor’s degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
•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 mass affluent retail credit and bank products.
•Maintain active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or 63 and 65 in lieu of 66) and applicable insurance licenses (Life, Health, and Variable), and be SAFE Mortgage Licensing Act compliant (with NMLS background check).
•Strong interpersonal, sales, and relationship management skills, plus strong written, verbal, and presentation skills and proficiency in Microsoft Office.

Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lending

Education:Bachelor's

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Life Insurance licenseHealth Insurance licenseVariable insurance licenseSAFE Mortgage Licensing Act (compliant)NMLS background check

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

Website LinkedIn

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Truist Financial

2 weeks ago

Premier Advisor - Nokomis, 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 the primary relationship manager for a portfolio of mass affluent clients, selling and delivering retail banking products and services and providing ongoing service.
•Establish and update understanding of clients’ financial needs and conditions using profiling and personal financial planning analysis.
•Stay current on economic, legal, and investment trends and serve as a personal financial planning/advisory resource for clients and their advisors (e.g., attorneys, CPAs).
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and managing sales activity and pipelines using the contact management system.
•Work with Truist IRM product and service specialists and external centers of influence to support integrated client service, business development, and a compliant portfolio.
•Participate in ongoing implementation and development of the Premier Banking program.
•Ensure compliance by working within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Bachelor’s degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
•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 mass affluent retail credit and bank products.
•Maintain active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or 63 and 65 in lieu of 66) and applicable insurance licenses (Life, Health, and Variable), and be SAFE Mortgage Licensing Act compliant (with NMLS background check).
•Strong interpersonal, sales, and relationship management skills, plus strong written, verbal, and presentation skills and proficiency in Microsoft Office.

Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lending

Education:Bachelor's

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

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

Website LinkedIn