Virtual Premier Advisor - Boca Raton, FL

Truist • Boca Raton, FL

4d • Remote

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 upon entry, build a new portfolio of these client relationships. Use financial planning and advisory concepts to develop and deepen relationships and provide an integrated range of retail solutions, including banking, mortgage, planning, investments, and insurance. Leverage Truist's referral network to acquire clients and provide comprehensive advice and solutions.

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 (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.
• 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.
• Comply with the SAFE Mortgage Licensing Act within 30 days of employment in the role, including new or transferred registration and an 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; preferred order 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, selling, delivering, and servicing appropriate fee-income and retail banking products and services while providing personalized, attentive service.
• Assess and periodically update understanding of clients' financial needs and circumstances through profiling and financial planning analysis; work with financial advisors on assigned investment accounts to support investment and asset-allocation objectives and policies.
• Stay current on economic, legal, financial-planning, investment, market, and business issues affecting mass affluent clients, and 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; participate in sales management processes, support segmentation and referrals, and maintain sales activity and pipeline information in the bank's contact management system.
• Build effective relationships with Truist product and service specialists to coordinate integrated client development and service, and advocate for clients.
• Establish and maintain 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 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
• 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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