Premier Advisor - Stuart, FL

Truist Bank•Stuart, FL

About The Position

Serve as the primary relationship manager for a portfolio of financially complex clients in Truist’s mass affluent market segment. In a de novo circumstance, establish a new managed portfolio of these relationships. Use sound personal financial planning and advisory concepts to develop client relationships and provide integrated retail solutions, including banking, mortgage, planning, investments, and insurance. Leverage Truist’s referral network to acquire clients and provide comprehensive advice and solutions. The role is responsible for delivering personalized client service, assessing and updating clients’ financial needs, coordinating with financial advisors and internal specialists, and meeting revenue growth, profitability, and retention goals. The Premier Advisor also maintains external business relationships, follows applicable audit, compliance, and regulatory requirements, and participates in the ongoing development of the Premier Banking program.

Requirements

Bachelor’s degree concentrated in business, accounting, finance, or banking, or equivalent financial services experience and related training.
At least five years of financial services experience working with clients in banking, investments, and/or retail lending, including Retail, Wealth, Advisory, and/or Retail Lending experience; alternatively, one year of experience in a financial client relationship manager role.
Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset allocation concepts, as well as retail credit and traditional retail banking products for the mass affluent market.
Active Securities Industry Essentials (SIE), FINRA Series 7, Series 66 (or Series 63 and 65), and applicable Life, Health, and Variable insurance licenses, or ability to obtain them within 100–150 days of job entry. Active FINRA licenses must be transferred within 60 days of job entry.
Compliance with the SAFE Mortgage Licensing Act within 30 days of employment in the role, including new or transferred registration and an acceptable applicable NMLS background check.
Strong interpersonal, sales, and relationship management skills.
Strong written, verbal, and presentation skills, including proficiency with basic computer applications such as Microsoft Office.

Nice To Haves

Master’s degree in business, accounting, finance, or banking.
Mass affluent banking experience.
Completion of or enrollment in a professional-level certification program, with preference for CFP, CFA, AAMS®, CTFA®, CLU®, CRPC®, or ChFC®.
Completion of a Leadership Development Program or Banking School, such as Truist’s Leadership Development Program or Banking School.

Responsibilities

Manage a portfolio of mass affluent clients as their primary relationship manager; sell, deliver, and provide ongoing service for appropriate fee-income and retail banking products and services.
Provide personalized, attentive service that clients consider outstanding.
Assess and periodically update understanding of clients’ financial needs and circumstances through profiling and personal financial planning analysis.
Work proactively with financial advisors on assigned investment accounts to support adherence to investment and asset allocation objectives and policies.
Stay informed about economic, legal, financial planning, investment, market, and business developments affecting mass affluent clients; serve as a financial planning and advisory resource for clients, attorneys, and CPAs.
Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing products to existing clients.
Participate in the sales management process, support Truist segmentation models and referral processes, use the automated sales process, and maintain sales activity and pipeline information in the bank’s contact management system.
Build and maintain working relationships with Truist product and service specialists to support integrated client development and service, and advocate for clients with those partners.
Develop mutually beneficial business relationships with external centers of influence to enhance business development.
Operate within audit, compliance, and regulatory requirements to maintain a high-quality, compliant client portfolio.
Participate in implementing and developing the Premier Banking program, including its processes, products, services, and operating policies and procedures.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan