Truist Financial

6 months ago

Premier Advisor - The Villages, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, developing and deepening relationships through objective personal financial planning and integrated retail solutions. Sell, deliver, and provide ongoing service for banking, mortgage, planning, investments, and insurance offerings. Meet growth, profitability, and retention goals by acquiring new clients, expanding services, and leveraging referrals while maintaining compliant, well-managed client portfolios.

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 fee income and retail banking products and services.
•Establish and update client understanding through profiling and personal financial planning; partner with financial advisors on investment accounts to support objectives and policies.
•Stay current on economic, legal, financial planning, investment trends, and business issues, serving as a personal financial planning/advisory resource for clients and their advisors.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and managing sales activities and pipeline using the contact management system.
•Coordinate with Truist Integrated Relationship Management (IRM) specialists and external centers of influence to provide integrated service and support business development while adhering to audit, compliance, and regulatory requirements.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Bachelor's degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum 5 years of financial services experience working with clients in banking, investments, and/or retail lending, or 1 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 traditional retail bank products for mass affluent clients.
•Maintain active minimum securities and insurance licensing requirements (SIE, FINRA Series 6 or 7, 66 or 63/65 in lieu of 66, and applicable Life/Health/Variable insurance licenses) and meet SAFE Mortgage Licensing Act and NMLS-related requirements.
•Strong interpersonal, sales, relationship management, and communication skills, including proficiency with Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Insurance license (Life)Insurance license (Health)Insurance license (Variable)

Certifications:Securities Industry Essentials (SIE)FINRA Series 6FINRA Series 7FINRA Series 66SAFE Mortgage Licensing Act compliantNMLS

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

Loading job details...

Preparing the role view and application actions.

Truist Financial

6 months ago

Premier Advisor - The Villages, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 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 fee income and retail banking products and services.
•Establish and update client understanding through profiling and personal financial planning; partner with financial advisors on investment accounts to support objectives and policies.
•Stay current on economic, legal, financial planning, investment trends, and business issues, serving as a personal financial planning/advisory resource for clients and their advisors.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and managing sales activities and pipeline using the contact management system.
•Coordinate with Truist Integrated Relationship Management (IRM) specialists and external centers of influence to provide integrated service and support business development while adhering to audit, compliance, and regulatory requirements.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Bachelor's degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum 5 years of financial services experience working with clients in banking, investments, and/or retail lending, or 1 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 traditional retail bank products for mass affluent clients.
•Maintain active minimum securities and insurance licensing requirements (SIE, FINRA Series 6 or 7, 66 or 63/65 in lieu of 66, and applicable Life/Health/Variable insurance licenses) and meet SAFE Mortgage Licensing Act and NMLS-related requirements.
•Strong interpersonal, sales, relationship management, and communication skills, including proficiency with Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Insurance license (Life)Insurance license (Health)Insurance license (Variable)

Certifications:Securities Industry Essentials (SIE)FINRA Series 6FINRA Series 7FINRA Series 66SAFE Mortgage Licensing Act compliantNMLS

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