Premier Advisor

🕒 July 3

⚔️ 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 28%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 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

🎯 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 • 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

🏖️ 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)