Premier Advisor - Stuart, FL

Truist • Stuart, FL

4d

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. Where there is a limited established portfolio at entry, develop a new portfolio of client relationships. Use personal financial planning and advisory concepts to deepen relationships and provide integrated banking, mortgage, planning, investment, and insurance solutions, leveraging Truist’s referral network for client acquisition and comprehensive advice.

Deliver personalized service while supporting client financial needs, revenue growth, profitability, and retention goals. Work with internal product and service specialists and external centers of influence to develop and service client relationships. Maintain compliance with audit, regulatory, and other applicable requirements, and participate in the continued 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, 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.
• Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or Series 63 and 65 in lieu 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 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 a professional certification program, with preference for 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 relevant fee-income and retail banking products and services.
• Assess and periodically update understanding of clients’ financial needs and conditions through profiling and financial planning analysis; work with financial advisors on assigned investment accounts to support investment and asset allocation objectives.
• Stay current on economic, legal, financial planning, investment, market, and business developments affecting mass affluent clients; serve as a financial planning and advisory resource for clients, attorneys, and CPAs.
• Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing products to existing clients; participate in sales management processes and maintain sales activity and pipeline information in the bank’s contact management system.
• Build and maintain relationships with Truist product and service specialists to coordinate integrated client development and service, and advocate for clients with those partners.
• Maintain mutually beneficial business relationships with external centers of influence to support business development.
• Operate within audit, compliance, and regulatory frameworks to maintain a high-quality, compliant client portfolio.
• Participate in implementing and developing the Premier Banking program, including its processes, products, services, and operating policies and procedures.

Benefits

• Medical, dental, and vision insurance.
• Life and 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, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level