Premier Advisor - Woodbridge, VA

Crump Life Insurance Svcs Inc; Woodbridge (VA); On-site; USD 92,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and sick leave

Holidays

Job summary

Truist in the United States seeks a Premier Banker to manage relationships with mass affluent clients, selling and servicing a broad range of banking, investment and insurance products. The role emphasizes personalized, high‑touch service and adherence to regulatory standards.

You will collaborate with financial advisers and IRM partners to grow revenue, expand services, and maintain strong client satisfaction while keeping abreast of market trends and financial planning strategies.

Qualifications

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
• Minimum of five years of financial services experience working with banking, investments, and/or retail lending.
• Advanced knowledge of personal financial planning/advisory/insurance and investment concepts; retail credit and banking products.
• SIE, FINRA Series 7, 66 licenses and insurance licenses (Life, Health, Variable) active or to be obtained within 100–150 days; FINRA licenses transferable within 60 days.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills with proficiency in Microsoft Office.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients; sell, deliver and service fee income and retail banking products.
• Assess and update client financial needs; collaborate with financial advisor on investments and asset allocation.
• Stay informed on market trends; act as a financial planning advisory resource for clients, attorneys and CPAs.
• Meet revenue growth, profitability and retention goals by expanding services and marketing new products.
• Coordinate with IRM partners to deliver integrated client servicing and development.
• Build relationships with external centers of influence to enhance business development.
• Work within audit, compliance and regulatory framework to maintain a compliant client portfolio.
• Assist in implementing and developing the Premier Banking program and policies.

Skills

Interpersonal skills

Sales skills

Relationship management

Presentation skills

Microsoft Office

Education

Bachelor's degree in finance/business/accounting/banking

Master’s degree in business/finance/banking

Tools

Microsoft Office

Job description

The position is described below.

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Responsibilities

1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

Qualifications

1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications

1. Master’s degree in business, accounting, finance, or banking.
2. Mass Affluent Banking experience.
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®.
4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.

Salary

The annual base salary for this position is $92,000 -$115,000 Premier Advisor

The annual base salary for this position is $96,000 -$120,000 Premier Advisor II

Additional incentive pay is available for this position.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• You will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace.

EEO is the Law.

E-Verify IER Right to Work.

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.