Premier Advisor - Warrenton, VA

Serve as the primary relationship manager for a portfolio of mass affluent clients, building and deepening relationships through objective financial planning and advisory. Deliver and service a broad range of retail banking solutions—banking, mortgage, planning, investments, and insurance—while leveraging Truist’s referral network to acquire clients and expand services. Meet revenue, profitability, and retention goals, maintain sales activity in the contact management system, and ensure compliance with audit, regulatory, and Premier Banking program requirements.