Premier Advisor- In Market Virtual- Savannah

Truist Bank•Garden City, GA

10d•Remote

About The Position

The Premier Advisor position serves as the primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment. In a de novo circumstance, the role focuses on establishing a new managed portfolio. The advisor will utilize personal financial planning and advisory concepts to develop and deepen relationships, offering integrated retail solutions including banking, mortgage, planning, investments, and insurance services. Leveraging the Truist referral network is key for client acquisition and providing comprehensive advice.

Requirements

Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending, or one year of experience in a financial client relationship manager role.
Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date.
Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
Strong interpersonal, sales and relationship management skills.
Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Nice To Haves

Master’s degree in business, accounting, finance, or banking.
Mass Affluent Banking experience.
Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®.
Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.

Responsibilities

Serve as the primary relationship manager for a portfolio of mass affluent clients, selling, delivering, and providing ongoing service for a broad range of fee income and retail banking products and services.
Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners).
Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.