Premier Advisor - Tampa/St. Petersburg

Truist Bank•Saint Petersburg, FL

68d

About The Position

Serve as the primary relationship manager for a portfolio of financially complex clients in the mass affluent market within the Truist footprint. In a de novo circumstance, establish a new managed portfolio of these client relationships. Apply personal financial planning and advisory concepts to develop and deepen relationships, providing integrated banking, mortgage, planning, investment, and insurance solutions. Use Truist’s referral network to acquire clients and deliver comprehensive advice. The role includes providing personalized service; profiling client needs and financial conditions; coordinating investment accounts with financial advisors; staying informed about market and financial planning developments; achieving revenue growth, profitability, and retention goals; maintaining sales activity information; collaborating with internal product and service specialists and external centers of influence; operating within audit, compliance, and regulatory requirements; and contributing to the ongoing development of the Premier Banking program.

Requirements

Bachelor's degree concentrating 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, 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, plus understanding of retail credit and traditional retail banking products for the mass affluent market.
Active Securities Industry Essentials (SIE), FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of Series 66), and applicable Life, Health, and Variable Insurance licenses; alternatively, obtain them within 100–150 days of job entry. Active FINRA licenses must be transferred within 60 days of job entry.
Comply with the SAFE Mortgage Licensing Act 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 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; preference order is 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 provide ongoing service for suitable fee-income and retail banking products and services.
Profile clients and periodically update understanding of their financial needs and conditions; coordinate with financial advisors on investment accounts to support investment and asset-allocation objectives and policies.
Stay informed about 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 through client acquisition, expanded services, and marketing products to existing clients.
Participate in the sales management process, provide excellent client service, support Truist segmentation and referral processes, use the automated sales process, and maintain sales pipeline and activity information in the bank's contact management system.
Build strong working relationships with Truist product and service specialists to provide integrated client development and service, and advocate for clients with those partners.
Establish mutually beneficial relationships with external centers of influence to support business development.
Work within audit, compliance, and regulatory requirements to maintain a high-quality, compliant client portfolio.
Participate in 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan