Premier Advisor - Nashville, TN

Truist Bank•Nashville, TN

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 financial advisory concepts to develop and deepen relationships, deliver a broad range of retail solutions, and leverage Truist’s referral network to acquire clients and provide comprehensive advice. Solutions may include banking, mortgage, planning, investments, and insurance services. The role provides personalized ongoing client service, identifies financial needs through profiling and planning analysis, and works with financial advisors on assigned investment accounts. It develops client relationships and business through product and service recommendations, referrals, sales activity, and collaboration with internal product specialists and external centers of influence. The position also operates within applicable audit, compliance, and regulatory frameworks and contributes to 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; qualifying experience may include Retail, Wealth, Advisory, and/or Retail Lending. 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, and 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 66), and applicable Life, Health, and Variable Insurance licenses, or ability to obtain them within 100–150 days of the job entry date; active FINRA licenses must be transferred within 60 days of job entry.
Must 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.
English fluency is required.

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; preferences, in rank 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 as their primary relationship manager, providing ongoing service and a personalized client experience.
Sell, deliver, and service fee-income and retail banking products and services appropriate to mass affluent clients.
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.
Keep current on economic, legal, financial-planning, investment, market, and business issues affecting mass affluent clients; 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 the sales management process, deliver excellent client service, 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 effective working relationships with Truist product and service specialists to provide integrated client development and service; advocate for clients with these partners.
Develop 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 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 based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan