Premier Advisor - Greer, SC

Truist•Greer, SC

About The Position

Serve as the primary relationship manager for a portfolio of financially complex clients in the mass affluent market within Truist’s footprint. In a de novo circumstance, establish a new portfolio of managed client relationships. Use personal financial planning and advisory concepts to deepen relationships and provide integrated banking, mortgage, planning, investment, and insurance solutions. Leverage Truist’s referral network to acquire clients and deliver comprehensive advice. The role delivers personalized service, assesses and updates understanding of client needs and financial conditions, and works with financial advisors on assigned investment accounts. It requires staying current on economic, legal, financial planning, investment, market, and business developments relevant to mass affluent clients. The Premier Advisor works with internal product and service specialists and external centers of influence to develop and service client relationships, meet growth and retention goals, and maintain compliant portfolios. The role also participates in the ongoing implementation and 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 (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, and understanding of retail credit and traditional retail banking products for the mass affluent market.
Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or Series 63 and 65 instead of Series 66), and applicable Life, Health, and Variable Insurance licenses must be active and maintained or obtained 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 applicable NMLS background check.
Strong interpersonal, sales, and relationship-management skills.
Strong written, verbal, and presentation skills.
Demonstrated 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 professional certification programs; preference order listed 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 as the primary relationship manager and sell, deliver, and service appropriate fee-income and retail banking products and services.
Profile clients and periodically update knowledge of their financial needs and circumstances using 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 current on economic, legal, financial-planning, investment, market, and business issues affecting mass affluent clients; serve as a 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, deliver excellent client service, support Truist segmentation and referral processes, use the automated sales process, and maintain sales activity and pipeline information in the bank’s contact management system.
Build working relationships with Truist product and service specialists to provide integrated client development and service; advocate for clients with these partners.
Establish mutually beneficial relationships with external centers of influence to support business development.
Follow audit, compliance, and regulatory requirements to maintain a high-quality, compliant client portfolio.
Participate in the 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 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