Truist Financial

3 weeks ago

Premier Advisor - Kennesaw, GA

✓ 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 clients, building and deepening relationships through integrated retail financial solutions across banking, mortgage, planning, investments, and insurance. Use personal financial planning and advisory concepts to meet client needs, meet revenue growth and retention goals, and generate new clients through the Truist referral network. Maintain sales activity and compliant portfolios while partnering with IRM specialists and external centers of influence.

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; sell, deliver, and provide ongoing service for retail banking products and services.
•Establish and update understanding of client financial needs using personal financial planning analysis; partner with financial advisors on investment accounts for adherence to objectives and policies.
•Stay current on economic, legal, and investment trends affecting clients; serve as a personal financial planning/advisory resource to clients, their attorneys, and CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products; manage sales activity and pipeline using the bank’s contact management system.
•Partner with Truist IRM product and service specialists and external centers of influence; advocate for clients and ensure compliant portfolios within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience and training.
•Minimum 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 for mass affluent clients.
•Minimum active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (63 and 65 in lieu of 66), plus applicable insurance licenses (Life, Health, and Variable); maintain or obtain within 100–150 days and transfer active FINRA licenses within 60 days of job entry; SAFE Mortgage Licensing Act compliant with 30 days of employment and applicable NMLS background check.
•Strong interpersonal, sales, and relationship management skills, with strong written, verbal, and presentation skills and proficiency in Microsoft Office.
•Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lending

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal communicationPresentation skills

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66FINRA 63FINRA 65Insurance licenses (Life)Insurance licenses (Health)Insurance licenses (Variable)SAFE Mortgage Licensing ActNMLS

Certifications:Certified Financial Planner (CFP)Chartered Financial Analyst (CFA)Accredited Asset Management Specialist (AAMS)Certified Trust and Financial Advisor (CTFA)Chartered Life Underwriter (CLU)Chartered Retirement Planning Counselor (CRPC)Chartered Financial Consultant (ChFC)

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

3 weeks ago

Premier Advisor - Kennesaw, GA

✓ 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; sell, deliver, and provide ongoing service for retail banking products and services.
•Establish and update understanding of client financial needs using personal financial planning analysis; partner with financial advisors on investment accounts for adherence to objectives and policies.
•Stay current on economic, legal, and investment trends affecting clients; serve as a personal financial planning/advisory resource to clients, their attorneys, and CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products; manage sales activity and pipeline using the bank’s contact management system.
•Partner with Truist IRM product and service specialists and external centers of influence; advocate for clients and ensure compliant portfolios within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience and training.
•Minimum 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 for mass affluent clients.
•Minimum active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (63 and 65 in lieu of 66), plus applicable insurance licenses (Life, Health, and Variable); maintain or obtain within 100–150 days and transfer active FINRA licenses within 60 days of job entry; SAFE Mortgage Licensing Act compliant with 30 days of employment and applicable NMLS background check.
•Strong interpersonal, sales, and relationship management skills, with strong written, verbal, and presentation skills and proficiency in Microsoft Office.
•Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lending

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal 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