Premier Advisor - Fort Worth / Tarrant County

Truist Bank•Fort Worth, TX

11d

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. If entering a de novo role with a limited established portfolio, build a new portfolio of these client relationships. Use personal financial planning and advisory concepts to deepen relationships and deliver integrated retail solutions, including banking, mortgage, planning, investments, and insurance. Leverage Truist’s referral network to acquire clients and provide comprehensive advice and solutions. Deliver personalized service and ongoing support for appropriate fee-income and retail banking products. Understand and periodically reassess clients’ financial needs and conditions, and work with financial advisors on assigned investment accounts. Stay informed about economic, legal, financial planning, investment, market, and business developments that affect mass affluent clients, and serve as a planning and advisory resource for clients and their attorneys and CPAs. Grow revenue, profitability, and retention by acquiring clients, expanding services, and marketing products. Participate in sales management processes and maintain sales activity and pipeline information in the bank’s contact management system. Collaborate with Truist product and service specialists and external centers of influence to develop and service the portfolio. Work within audit, compliance, and regulatory requirements, and participate in the implementation and development of the Premier Banking program.

Requirements

Bachelor’s degree with a concentration 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, at least 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 job entry.
Active FINRA licenses must be transferred within 60 days of job entry.
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in the role, including new or transferred registration and an applicable 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 professional certification programs, preferred in this order: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist (AAMS), Certified Trust and Financial Advisor (CTFA), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), or Chartered Financial Consultant (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 sales, delivery, and ongoing service for relevant fee-income and retail banking products and services.
Profile clients and periodically update understanding of their financial needs and conditions using personal financial planning analysis.
Work with financial advisors on assigned investment accounts to support adherence to investment and asset allocation objectives and policies.
Stay current on economic, legal, financial planning, investment, market, and business issues affecting mass affluent clients; serve as a planning and advisory resource for clients, attorneys, and CPAs.
Meet revenue growth, profitability, and retention goals through client acquisition, service expansion, and marketing products to existing clients.
Participate in the sales management process, including delivering excellent client service, supporting Truist segmentation models and referral processes, and using the automated sales process.
Monitor and update sales activity, pipeline, and other relevant information in the bank’s contact management system.
Build and maintain effective working relationships with Truist product and service specialists to deliver 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.
Comply with audit, compliance, and regulatory frameworks to maintain a high-quality, compliant client portfolio.
Participate in the ongoing implementation and development of the Premier Banking program, including 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
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division