Premier Advisor - Louisville, KY

Serve as the primary relationship manager for a portfolio of mass affluent, financially complex clients in the Truist footprint. Build and deepen client relationships using personal financial planning and advisory to provide integrated retail solutions across banking, mortgage, investments, planning, and insurance. Meet growth, profitability, and retention goals by acquiring new clients, expanding services, marketing products, and leveraging Truist’s referral network—while maintaining compliance with audit and regulatory requirements.