Premier Advisor - Austin / San Antonio

Truist•Round Rock, TX

About The Position

The Premier Advisor serves as the primary relationship manager for a portfolio of financially complex clients in the mass affluent market segment within the Truist footprint. In a de novo circumstance, the advisor establishes a new portfolio of managed client relationships. The role uses personal financial planning and advisory concepts to develop and deepen relationships and provide integrated banking, mortgage, planning, investment, and insurance solutions. The advisor also leverages Truist’s referral network to acquire clients and deliver comprehensive advice. The advisor provides personalized service, evaluates clients’ financial needs and conditions, and works with financial advisors on investment accounts and asset allocation objectives. The role develops new client relationships, expands services, markets products, meets revenue, profitability, and retention goals, and collaborates with internal product and service specialists and external centers of influence. It operates within audit, compliance, and regulatory requirements and contributes to the development and implementation 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 (which may include Retail, Wealth, Advisory, and/or Retail Lending experience), or 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 and maintained SIE, FINRA Series 7 and 66 (or Series 63 and 65 in lieu of Series 66), 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.
SAFE Mortgage Licensing Act compliance within 30 days of employment in the role, including new or transferred registration and an acceptable NMLS background check.
Strong interpersonal, sales, and relationship management skills.
Strong written, verbal, and presentation skills, including proficiency in 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 certification program; preferences, in order, include 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 and sell, deliver, and service appropriate fee-income and retail banking products and services while providing highly personalized service.
Assess client financial needs and conditions through profiling and personal financial planning analysis, and work with financial advisors on assigned investment accounts to support investment and asset allocation objectives.
Keep current with economic, legal, financial planning, investment, market, and business developments affecting mass affluent clients, and serve as a personal financial planning and advisory resource for clients, attorneys, and CPAs.
Meet revenue growth, profitability, and retention goals by acquiring clients, expanding services, and marketing products to existing clients; participate in sales management and referral processes and maintain sales activity and pipeline information in the bank’s contact management system.
Build productive working relationships with Truist product and service specialists, ensure an integrated approach to client development and service, and advocate for clients with those partners.
Establish and maintain mutually beneficial business relationships with external centers of influence to support business development.
Work within audit, compliance, and regulatory frameworks to maintain a high-quality, compliant portfolio.
Participate in the ongoing implementation and development of 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
Accidental death and dismemberment coverage
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, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan