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 34%

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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)