Premier Advisor or Premier Banker - Charlotte or Monroe, NC

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

Job summary

A leading financial institution is seeking a Premier Advisor or Premier Banker to manage complex client relationships in the mass affluent market. The role involves providing comprehensive financial solutions, including banking, investments, and insurance services. Ideal candidates will possess strong interpersonal skills and relevant financial experience, with opportunities for professional growth and a range of benefits.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Retirement Plans

Paid Time Off

Qualifications

• At least five years of financial services experience.
• Active FINRA licenses or ability to obtain within 150 days.

Responsibilities

• Manage client relationships and sell banking and investment products.
• Collaborate with product specialists and ensure compliance with regulations.

Skills

Interpersonal Skills

Financial Planning

Advisory Concepts

Education

Bachelor's Degree

Master's Degree

Job description

Premier Advisor or Premier Banker - Charlotte or Monroe, NC

Join to apply for the Premier Advisor or Premier Banker - Charlotte or Monroe, NC role at Truist.

This position involves serving as the primary relationship manager for a portfolio of financially complex clients within the mass affluent market segment in the Truist footprint. It requires utilizing financial planning and advisory concepts to develop relationships and provide retail solutions including banking, mortgage, planning, investments, and insurance services. The role also involves leveraging the Truist referral network to acquire clients and deliver comprehensive advice.

The essential functions include managing client relationships, selling banking and investment products, maintaining client understanding, staying informed on market trends, meeting growth and retention goals, collaborating with product specialists, and ensuring compliance with regulatory frameworks.

Qualifications include a bachelor's degree or equivalent experience, at least five years of financial services experience, active FINRA licenses or the ability to obtain them within 150 days, and strong interpersonal skills. Preferred qualifications are a master's degree, prior experience in mass affluent banking, and professional certifications such as CFP or CFA.

Benefits include medical, dental, vision, life insurance, retirement plans, paid time off, and other perks. Truist is an Equal Opportunity Employer and a Drug-Free Workplace.