Premier Advisor - Austin / San Antonio

Truist Bank•Round Rock, TX

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. Use personal financial planning and advisory concepts to develop and deepen relationships and provide integrated banking, mortgage, planning, investment, and insurance solutions. Leverage Truist’s referral network to acquire clients and provide comprehensive advice. Deliver personalized service, meet growth, profitability, and retention goals, and work with internal and external partners to develop and support client relationships within the applicable audit, compliance, and regulatory framework. 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, 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.
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; alternatively, obtain them within 100–150 days of job entry.
Transfer active FINRA licenses within 60 days of job entry.
Meet SAFE Mortgage Licensing Act requirements 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.

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 credentials, in that order.
Completion of a Leadership Development Program or Banking School, such as Truist’s Leadership Development Program or Banking School.

Responsibilities

Serve as primary relationship manager for a portfolio of mass affluent clients and sell, deliver, and service appropriate 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 proactively with financial advisors on assigned investment accounts to support investment and asset-allocation objectives and policies.
Stay informed about economic, legal, financial planning, investment, market, and business trends 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 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, and use the automated sales process.
Maintain sales activity, pipeline, and other relevant information in the bank’s contact management system.
Build relationships with Truist product and service specialists in banking, mortgage, planning, investments, and insurance to deliver integrated client service; advocate for clients with these partners.
Establish mutually beneficial business relationships with external centers of influence to support business development.
Follow audit, compliance, and regulatory requirements to maintain a high-quality, compliant portfolio.
Participate in the 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 as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan