Premier Advisor

🔥 3 hours ago

⚔️ Virginia – Remote

⚔️ Virginia – Remote

💵 $84k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Truist

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2019

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Truist is a financial institution that offers a wide range of banking services, focusing on branch banking, commercial banking, corporate and institutional banking, and mortgage and consumer lending. The company emphasizes a culture of care, diversity, and inclusion, striving to make a positive impact in clients' lives and the community. Truist provides various career opportunities and values employee growth, offering comprehensive benefits and resources for well-being. With a commitment to diversity and workplace equity, Truist has received numerous accolades for its employment practices, including recognition for diversity and inclusion efforts.

📋 Description

• Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships • Establish new managed client portfolios in de novo circumstances • Deliver banking, mortgage, financial planning, investment, and insurance solutions • Leverage the referral network to acquire clients and provide comprehensive advice • Provide ongoing service for fee-income and retail banking products and services • Profile clients and analyze their personal financial planning needs and conditions • Work with financial advisors on investment accounts and asset allocation objectives • Monitor economic, legal, financial planning, investment, market, and business trends • Meet revenue growth, profitability, and retention goals through client development and product marketing • Maintain sales activity, pipeline, and related information in the contact management system • Collaborate with internal product and service specialists to provide integrated client service • Develop business relationships with external centers of influence • Operate within audit, compliance, and regulatory frameworks • Participate in the implementation and development of the Premier Banking program

🎯 Requirements

• 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 • Securities Industry Essentials (SIE), FINRA Series 7, and FINRA Series 66 (or Series 63 and 65 in lieu of Series 66), plus applicable Life, Health, and Variable Insurance licenses must be active and maintained, or obtained within 100–150 days of job entry • Active FINRA licenses must be transferred within 60 days of job entry • Must be 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 • Proficiency in basic computer applications such as Microsoft Office • English language fluency required

🏖️ Benefits

• 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)

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