Premier Advisor

🕒 Julho 3

⚔️ Virginia – Remoto

⚔️ Virginia – Remote

💵 $84.000 - $105.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 45%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Truist

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 2019

🏦 Bancário

💸 Finanças

🤝 B2B

Banking • Finance • B2B

O Truist é uma instituição financeira que oferece uma ampla gama de serviços bancários, com foco em banco de agências, banco comercial, banco corporativo e institucional, além de hipotecas e empréstimos ao consumidor. A empresa enfatiza uma cultura de cuidado, diversidade e inclusão, esforçando-se para causar um impacto positivo na vida dos clientes e na comunidade. O Truist oferece várias oportunidades de carreira e valoriza o crescimento dos funcionários, oferecendo benefícios abrangentes e recursos para o bem-estar. Com um compromisso com a diversidade e a equidade no local de trabalho, o Truist recebeu inúmeros elogios por suas práticas de emprego, incluindo reconhecimento por seus esforços de diversidade e inclusão.

Descrição

• Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships within the Truist footprint • Establish new managed client portfolios in de novo circumstances • Develop and deepen client relationships using personal financial planning and financial advisory concepts • Deliver banking, mortgage, planning, investment, and insurance solutions • Leverage the Truist referral network to generate client acquisition and provide comprehensive advice • Sell, deliver, and provide ongoing service for fee income and retail banking products • Analyze and periodically update clients' financial needs and conditions • Work with financial advisors on assigned investment accounts and asset allocation objectives • Monitor economic, legal, financial planning, investment, market, and business trends affecting mass affluent clients • Provide personal financial planning and advisory support to clients, attorneys, and CPAs • Meet revenue growth, profitability, and retention goals through client development and product marketing • Maintain sales activity, pipeline, and related information in the bank's contact management system • Collaborate with Truist product and service specialists to provide integrated client service • Build external business relationships that support business development • Maintain compliance with audit, regulatory, and compliance frameworks • Support the implementation and development of the Premier Banking program

🎯 Requisitos

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training • Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending, or one year's experience in a financial client relationship manager role • Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset allocation concepts • Understanding of retail credit and traditional retail bank products for the mass affluent market • Active Securities Industry Essentials (SIE), FINRA Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66), plus applicable Life, Health, and Variable Insurance licenses; or obtain them within 100–150 days of job entry • Active FINRA licenses must be transferred within 60 days of job entry • SAFE Mortgage Licensing Act compliant within 30 days of employment, including applicable NMLS registration and acceptable background check • Strong interpersonal, sales, and relationship management skills • Strong written, verbal, and presentation skills • Demonstrated proficiency in basic computer applications such as Microsoft Office software products

🏖️ Benefícios

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Accidental death and dismemberment coverage • Tax-preferred savings accounts • 401k plan • At least 10 days of vacation during the first year of employment • 10 sick days during the first year of employment • Paid holidays • Defined benefit pension plan (depending on position and division) • Restricted stock units (depending on position and division) • Deferred compensation plan (depending on position and division)