Premier Advisor or Premier Banker - Charlotte or Monroe, NC

Truist; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Premier Advisor or Premier Banker in Charlotte or Monroe, NC. This role involves managing a portfolio of affluent clients, providing personalized banking solutions, and collaborating with financial advisors. Candidates should have a Bachelor's degree, relevant experience, and strong interpersonal skills. Comprehensive benefits are offered, including health insurance and 401k.

Benefits

Health Insurance

401k

Paid Time Off

Qualifications

• 5+ years of financial services experience.
• FINRA licenses (Series 6/7/66 or 63/65), insurance licenses.

Responsibilities

• Manage a portfolio of mass affluent clients, providing personalized service.
• Understand client financial needs and collaborate with financial advisors.
• Meet revenue, profitability, and retention goals.

Skills

Interpersonal Skills

Sales Skills

Education

Bachelor's degree in business, finance, or related field

Job description

Premier Advisor or Premier Banker - Charlotte or Monroe, NC

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Position Details

Type: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)

Job Description

Serve as primary relationship manager for a portfolio of financially complex client relationships within the mass affluent market segment. Utilize financial planning and advisory concepts to develop relationships and provide retail solutions including banking, mortgage, planning, investments, and insurance. Leverage Truist’s referral network for client acquisition and service.

Essential Functions

• Manage a portfolio of mass affluent clients, providing personalized service and retail banking products.
• Understand client financial needs and collaborate with financial advisors on investment accounts.
• Stay informed on market trends and serve as a financial resource for clients and their advisors.
• Meet revenue, profitability, and retention goals through client development and marketing.
• Work with internal specialists to support client needs and ensure seamless service.
• Build relationships with external centers of influence to enhance business development.
• Ensure compliance with all regulatory and audit requirements.
• Participate in the development of the Premier Banking program.

Qualifications

Required: Bachelor's degree in business, finance, or related field; 5+ years of financial services experience; FINRA licenses (Series 6/7/66 or 63/65), insurance licenses; strong interpersonal and sales skills.

Preferred: Master’s degree; experience in mass affluent banking; professional certifications (CFP, CFA, AAMS, CTFA, CLU, ChFC); leadership training or banking school.

Benefits

Eligible employees can access comprehensive benefits including health insurance, 401k, paid time off, and more. Details vary by division and employment status.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.