Truist Financial

1 week ago

Premier Advisor - North Tampa

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, building and deepening relationships through personal financial planning and advice. Sell, deliver, and provide ongoing service across retail banking, mortgage, investments, planning, and insurance offerings. Drive client acquisition and revenue growth using referrals, sales processes, and pipeline management, while partnering with IRM specialists and maintaining audit, compliance, and regulatory standards.

Location: United States

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 retail banking products and services.
•Establish and update understanding of client financial needs using profiling and personal financial planning analysis, and coordinate with investment advisors for asset allocation objectives.
•Stay current on economic, legal, and investment trends affecting clients, and act as a personal financial planning/advisory resource for clients, attorneys, and CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and maintaining sales activity and pipeline in the bank’s contact management system.
•Coordinate integrated service with IRM partners and external centers of influence, and work within audit, compliance, and regulatory frameworks while supporting Premier Banking program implementation.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Bachelor's degree in business, accounting, finance, banking, or equivalent financial services experience and training.
•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/insurance and investment management/asset allocation concepts for the mass affluent market.
•Active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (or 63 and 65 in lieu of 66) plus applicable Life, Health, and Variable insurance licenses; SAFE Mortgage Licensing Act compliance and NMLS background check requirements.
•Strong interpersonal, sales, relationship management, and presentation skills, including proficiency with Microsoft Office.

Experience:Financial servicesBankingWealth managementInsurance

Education:Bachelor's

Skills:Interpersonal skillsSalesRelationship managementPresentationCommunication

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE 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 OfficeContact management system

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 - North Tampa

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

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 retail banking products and services.
•Establish and update understanding of client financial needs using profiling and personal financial planning analysis, and coordinate with investment advisors for asset allocation objectives.
•Stay current on economic, legal, and investment trends affecting clients, and act as a personal financial planning/advisory resource for clients, attorneys, and CPAs.
•Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing new products, and maintaining sales activity and pipeline in the bank’s contact management system.
•Coordinate integrated service with IRM partners and external centers of influence, and work within audit, compliance, and regulatory frameworks while supporting Premier Banking program implementation.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Bachelor's degree in business, accounting, finance, banking, or equivalent financial services experience and training.
•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/insurance and investment management/asset allocation concepts for the mass affluent market.
•Active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (or 63 and 65 in lieu of 66) plus applicable Life, Health, and Variable insurance licenses; SAFE Mortgage Licensing Act compliance and NMLS background check requirements.
•Strong interpersonal, sales, relationship management, and presentation skills, including proficiency with Microsoft Office.

Experience:Financial servicesBankingWealth managementInsurance

Education:Bachelor's

Skills:Interpersonal skillsSalesRelationship managementPresentationCommunication

Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing ActNMLS

Languages:English

Tech Stack:Microsoft OfficeContact management system

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