Virtual Premier Advisor - Norfolk, VA

Truist Bank•Norfolk, VA

17h•Remote

About The Position

Serve as the primary relationship manager for a portfolio of financially complex mass affluent clients within the Truist footprint. In a de novo circumstance, establish a new managed portfolio. Use personal financial planning and financial advisory concepts to 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, assess clients’ financial needs and conditions, and coordinate with financial advisors and internal product and service specialists. Build new business, expand existing relationships, meet revenue, profitability, and retention goals, and maintain sales activity and pipeline information. Develop external business relationships and work within audit, compliance, and regulatory requirements. Participate 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, 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 instead 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 be SAFE Mortgage Licensing Act compliant within 30 days of employment in the role, including new or transferred registration, and meet applicable NMLS background-check requirements.
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 professional certification programs, with preference in this order: CFP, CFA, AAMS, CTFA, CLU, CRPC, or ChFC.
Completion of a Leadership Development Program or banking school, such as Truist Leadership Development Program or Banking School.

Responsibilities

Serve as primary relationship manager for a portfolio of mass affluent clients and provide ongoing service for appropriate fee-income and retail banking products and services.
Profile clients and periodically update understanding of their financial needs and conditions using 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 abreast of 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 developing new 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, use the automated sales process, and update sales activity and pipeline information in the bank’s contact management system.
Build working relationships with Truist product and service specialists, coordinate integrated client development and service, and advocate for clients with those partners.
Establish mutually beneficial relationships with external centers of influence to support business development.
Comply with applicable audit, compliance, and regulatory requirements.
Participate in the 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 as applicable
10 sick days, prorated as applicable
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division