Virtual Premier Advisor - Boca Raton, FL

Truist Bank•Boca Raton, FL

3d•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 an established portfolio is limited, establish a new portfolio of managed client relationships. Apply personal financial planning and advisory concepts to develop relationships and deliver integrated retail solutions across banking, mortgage, planning, investments, and insurance. Use Truist’s referral network to acquire clients and provide comprehensive advice and solutions. The role manages and services client relationships, assesses financial needs and conditions, and collaborates with financial advisors and internal product and service specialists to support clients’ investment, asset allocation, and broader financial objectives. It also develops business through new client acquisition, expanded services, referrals, and marketing; monitors sales activity and pipeline information; maintains relationships with external business contacts; and operates within applicable audit, compliance, and regulatory requirements. The position also participates in the ongoing development and implementation 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, 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 and insurance concepts, investment management and asset allocation, and 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 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.
Demonstrated proficiency with basic computer applications, including Microsoft Office software.

Nice To Haves

Master’s degree in business, accounting, finance, or banking.
Mass affluent banking experience.
Completion of or enrollment in a professional-level 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 the Truist Leadership Development Program or Banking School.

Responsibilities

Serve as the primary relationship manager for a portfolio of mass affluent clients and sell, deliver, and provide ongoing service for appropriate fee-income and retail banking products and services.
Provide personalized, attentive client service.
Establish and periodically update an understanding of client financial needs and conditions through profiling and personal financial planning analysis.
Work proactively with financial advisors on assigned investment accounts to support investment and asset allocation objectives and policies.
Keep current on economic, legal, financial planning, investment, market, and business issues affecting mass affluent clients; serve as a personal financial planning and advisory resource for clients, their attorneys, and CPAs.
Meet revenue growth, profitability, and retention goals by developing new 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, pipeline, and other relevant information in the bank’s contact management system.
Build working relationships with Truist product and service specialists across banking, mortgage, planning, investments, and insurance to coordinate integrated client development and service; advocate for clients with these partners.
Establish and maintain mutually beneficial business relationships with external centers of influence to support business development.
Work 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 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 based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan