Premier Advisor - Decatur, GA

Truist Financial
Georgia
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales","Relationship management","Written communication","Verbal communication","Presentation skills","Computer proficiency"]

Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized service and growing revenue through banking, mortgage, planning, investments, and insurance solutions. Build trusted client relationships using personal financial planning and advisory concepts, leverage referral networks for new client acquisition, and meet profitability, retention, and sales activity goals while partnering with internal IRM specialists.

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Truist Financial
Truist Financial
2 months ago

Premier Advisor - Decatur, GA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized service and growing revenue through banking, mortgage, planning, investments, and insurance solutions. Build trusted client relationships using personal financial planning and advisory concepts, leverage referral networks for new client acquisition, and meet profitability, retention, and sales activity goals while partnering with internal IRM specialists.
Location: Georgia
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.
  • •Develop and update client understanding through sound personal financial planning analysis, partnering with investment advisors on asset allocation objectives and policies.
  • •Stay current on economic, legal, and market trends and serve as a personal financial planning/advisory resource for clients and their CPAs and attorneys.
  • •Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, marketing products, and managing pipeline/sales activity.
  • •Maintain integrated relationships with Truist IRM partners and external centers of influence to support client development and a compliant portfolio.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

Key Requirements

  • •Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related 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 and investment management/asset allocation concepts for the mass affluent market.
  • •Maintain required securities and insurance licenses: SIE, FINRA Series 7 and 66 (or 63/65 in lieu of 66) and active life, health, and variable insurance licenses (plus SAFE Mortgage Licensing Act and NMLS requirements).
  • •Strong interpersonal, sales, relationship management, and written/verbal/presentation skills; proficient with Microsoft Office.
Experience:5+ yearsFinancial servicesBankingInvestmentsRetail lendingMass affluent
Education:Bachelor's
Skills:Interpersonal skillsSalesRelationship managementWritten communicationVerbal communicationPresentation skillsComputer proficiency
Licenses:SIEFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life insuranceHealth insuranceVariable insuranceSAFE Mortgage Licensing ActNMLS
Certifications:CFPCFAAAMSCTFACLUCRPCChFC
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
WebsiteLinkedIn