Premier Advisor - Sarasota, FL

Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized, attentive service while selling and servicing a range of retail banking products. Use personal financial planning and advisory concepts to understand client needs, deepen relationships, and leverage the referral network for client acquisition. Coordinate with internal IRM partners and external centers of influence, meet revenue and retention goals, and maintain compliance with audit and regulatory requirements.