Premier Advisor - Wyomissing, PA

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Relationship management","Written communication","Verbal communication"]

Serve as the primary relationship manager for a portfolio of mass affluent clients, establishing and deepening financial advisory relationships. Use personal financial planning concepts to deliver integrated retail banking, mortgage, planning, investments, and insurance solutions. Grow revenue through client acquisition and expanded services, maintain sales activity and pipelines in contact systems, collaborate with IRM partners, and ensure compliance within audit and regulatory frameworks.

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Truist Financial
Truist Financial
2 months ago

Premier Advisor - Wyomissing, PA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 days agoStatus: Live

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, establishing and deepening financial advisory relationships. Use personal financial planning concepts to deliver integrated retail banking, mortgage, planning, investments, and insurance solutions. Grow revenue through client acquisition and expanded services, maintain sales activity and pipelines in contact systems, collaborate with IRM partners, and ensure compliance within audit and regulatory frameworks.
Location: Pennsylvania
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, delivering, and providing ongoing service for fee income and retail banking products.
  • •Develop and update client understanding of financial needs using profiling and personal financial planning analysis; coordinate with advisors on investment account objectives and policies.
  • •Stay current on economic, legal, and market trends impacting mass affluent clients and act as a personal financial planning/advisory resource for clients and their advisors.
  • •Meet revenue growth, profitability, and retention goals by acquiring new clients, expanding services, marketing products, and supporting the sales management process and referral process.
  • •Maintain compliance with audit, compliance, and regulatory frameworks and collaborate with IRM partners to ensure integrated, seamless client service.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionRsus

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 for the mass affluent market.
  • •Active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (63/65 acceptable in lieu of 66), plus applicable active insurance licenses (Life, Health, Variable) or obtain within 100–150 days; transfer active FINRA licenses within 60 days.
  • •Strong interpersonal, sales, and relationship management skills, with strong written, verbal, and presentation skills including Microsoft Office proficiency.
Experience:5+ years
Education:Bachelor's
Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal communication
Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66 (63 and 65 in lieu of 66)Life InsuranceHealth InsuranceVariable InsuranceSAFE 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
WebsiteLinkedIn