Premier Advisor - Bel Air, MD

Truist Financial
United States
Workplace: OnsiteFull timeUSD 88,000 - 115,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Relationship management","Written communication","Verbal presentation"]

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.

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Truist Financial
Truist Financial
1 month ago

Premier Advisor - Bel Air, MD

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Last checked: 14 hours agoStatus: Live

Job Summary

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.
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, delivering personalized ongoing service for retail banking products and services.
  • •Profile and update understanding of clients’ financial needs, using personal financial planning analysis and supporting investment accounts against objectives and policies.
  • •Stay current on economic, legal, and financial planning and investment trends affecting mass affluent clients; advise clients, attorneys, and CPAs.
  • •Meet revenue growth, profitability, and retention goals through new client development, service expansion, and sales/marketing execution while maintaining sales activity and pipeline in the bank’s systems.
  • •Coordinate with Truist Integrated Relationship Management (IRM) partners and external centers of influence to ensure integrated service delivery and advocate for clients within compliance frameworks.

Pay and Benefits

Salary: USD 88,000 - 115,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree in business, accounting, finance, banking, or equivalent financial services experience.
  • •Minimum of five years of financial services client experience working with 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/asset allocation concepts for the mass affluent market.
  • •Active Securities Industry Essentials (SIE) and FINRA Series 7 and 66 (or 63/65 in lieu of 66), plus applicable insurance licenses (Life, Health, Variable), maintained or obtained within 100–150 days.
  • •Strong interpersonal, sales, and relationship management skills with strong written, verbal, and presentation ability (including Microsoft Office proficiency).
Experience:5+ years
Education:Bachelor's in business, accounting, finance, banking
Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal presentation
Licenses:Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66Insurance licenses (Life, Health, Variable)SAFE Mortgage Licensing Act complianceNMLS 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
WebsiteLinkedIn