Premier Advisor - Bel Air, MD

Serve as the primary relationship manager for a portfolio of mass affluent clients, deepening financial planning and advisory relationships across banking, mortgage, investments, and insurance. Drive revenue growth, profitability, and retention by acquiring new clients, expanding services, and marketing products. Stay current on market and regulatory trends, coordinate with Truist specialists through Integrated Relationship Management partners, and maintain compliant, high-quality client portfolios using sales and contact management systems.