Truist Financial

1 week ago

Premier Advisor - Greater Spartanburg, Inman & Boiling Springs, SC

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for a mass affluent client portfolio, developing and deepening financially complex relationships through personal financial planning and integrated retail solutions. Drive client acquisition, revenue growth, profitability, and retention by selling and delivering banking, mortgage, planning, investments, and insurance services. Use sales tools and CRM to manage pipeline activity, partner with IRM specialists to deliver seamless service, and work within audit, compliance, and regulatory frameworks.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as primary relationship manager for a mass affluent client portfolio, selling and delivering retail banking products and services and providing ongoing service.
•Develop and update understanding of clients’ financial needs using personal financial planning analysis, and coordinate with financial advisors on investment account objectives and asset allocation policies.
•Stay current on economic, legal, financial planning, and investment trends affecting mass affluent clients; serve as a personal financial planning/advisory resource for clients and their CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing products, and managing sales activity/pipeline using the bank’s contact management system.
•Partner with Truist IRM product and service specialists to deliver an integrated, seamless client experience; advocate for clients while working within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum 5 years of financial services client experience working with banking, investments, and/or retail lending (or 1 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.
•Active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or 63 and 65 in lieu of 66), plus applicable insurance licenses; also SAFE Mortgage Licensing Act and NMLS compliance within required timeframes.
•Strong interpersonal, sales, and relationship management skills; strong written, verbal, and presentation skills and proficiency in Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing Act complianceNMLS acceptable background check

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

1 week ago

Premier Advisor - Greater Spartanburg, Inman & Boiling Springs, SC

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as primary relationship manager for a mass affluent client portfolio, selling and delivering retail banking products and services and providing ongoing service.
•Develop and update understanding of clients’ financial needs using personal financial planning analysis, and coordinate with financial advisors on investment account objectives and asset allocation policies.
•Stay current on economic, legal, financial planning, and investment trends affecting mass affluent clients; serve as a personal financial planning/advisory resource for clients and their CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing products, and managing sales activity/pipeline using the bank’s contact management system.
•Partner with Truist IRM product and service specialists to deliver an integrated, seamless client experience; advocate for clients while working within audit, compliance, and regulatory frameworks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience.
•Minimum 5 years of financial services client experience working with banking, investments, and/or retail lending (or 1 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.
•Active Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or 63 and 65 in lieu of 66), plus applicable insurance licenses; also SAFE Mortgage Licensing Act and NMLS compliance within required timeframes.
•Strong interpersonal, sales, and relationship management skills; strong written, verbal, and presentation skills and proficiency in Microsoft Office.

Experience:5+ years

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

Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationPresentation skills

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing Act complianceNMLS acceptable background check

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