Premier Advisor - Woodbridge, VA

Truist Financial
Virginia
Workplace: OnsiteFull timeUSD 92,000 - 120,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Interpersonal skills","Sales","Relationship management","Written communication","Verbal communication"]

Serve as the primary relationship manager for mass affluent clients, delivering personalized advice and selling/delivering a broad range of retail solutions across banking, mortgage, planning, investments, and insurance. Build and deepen client relationships through sound financial planning, keep pace with economic and market trends, and drive revenue growth, retention, and new client acquisition using referrals and Truist sales processes. Coordinate with IRM partners to ensure integrated service.

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Truist Financial
Truist Financial
1 day ago

Premier Advisor - Woodbridge, VA

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for mass affluent clients, delivering personalized advice and selling/delivering a broad range of retail solutions across banking, mortgage, planning, investments, and insurance. Build and deepen client relationships through sound financial planning, keep pace with economic and market trends, and drive revenue growth, retention, and new client acquisition using referrals and Truist sales processes. Coordinate with IRM partners to ensure integrated service.
Location: Virginia
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 and providing ongoing service.
  • •Analyze and maintain an understanding of clients’ financial needs using profiling and personal financial planning; coordinate with advisors on investment accounts aligned to objectives and policies.
  • •Stay current on economic, legal, and investment trends impacting clients and serve as a personal financial planning/advisory resource to clients and their CPAs.
  • •Meet revenue growth, profitability, and retention goals by developing new clients and expanding services; use Truist segmentation models, automated sales processes, referral processes, and maintain sales activity/pipeline in the contact management system.
  • •Coordinate with Truist IRM partners and external centers of influence to ensure integrated, compliant client service and support Premier Banking program implementation.

Pay and Benefits

Salary: USD 92,000 - 120,000 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience.
  • •Minimum 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 and investment management/asset allocation concepts for the mass affluent market.
  • •Maintain required active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or 63 and 65 in lieu of 66) and applicable insurance licenses; be SAFE Mortgage Licensing Act compliant with NMLS background check within required timeframes.
  • •Strong interpersonal, sales, relationship management, and communication skills; proficiency with basic computer applications such as Microsoft Office.
Experience:Financial servicesBankingWealthRetail lending
Education:Bachelor's in business, accounting, finance, banking
Skills:Interpersonal skillsSalesRelationship managementWritten communicationVerbal communication
Licenses:LifeHealthVariable (insurance)FINRA Series 7FINRA Series 66
Certifications:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66SAFE Mortgage Licensing ActNMLS
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