Premier Advisor - Simpsonville, SC

Truist•Simpsonville, SC

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. When entering a de novo market with a limited established client portfolio, build a new portfolio of these relationships. Apply sound personal financial planning and advisory concepts to deepen client relationships and deliver integrated banking, mortgage, planning, investment, and insurance solutions. Use Truist’s referral network to acquire clients and provide comprehensive advice and solutions. The role delivers personalized, attentive service while selling and servicing suitable fee-income and retail banking products. It involves assessing clients’ financial needs, coordinating with financial advisors and product specialists, meeting revenue, profitability, and retention goals, developing external business relationships, and working within audit, compliance, and regulatory requirements. The Premier Advisor also participates in implementing and developing the Premier Banking program, including its processes, products, services, and operating policies.

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, or Retail Lending experience; 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 bank 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, 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 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, including proficiency with basic computer applications such as Microsoft Office.
English language 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 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 and provide ongoing service for appropriate fee-income and retail banking products and services.
Assess and periodically update understanding of clients’ financial needs and circumstances using 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 developments affecting mass affluent clients; serve as a 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, 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 working relationships with Truist product and service specialists to deliver integrated client development and service, and advocate for clients with those partners.
Develop mutually beneficial business relationships with external centers of influence to support business development.
Operate within audit, compliance, and regulatory requirements 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
Position and division dependent: defined benefit pension plan, restricted stock units, and/or deferred compensation plan