Premier Banking Advisor: Wealth Planning & Growth

Truist; Spartanburg (SC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist is seeking a Premier Banker to serve as the primary relationship manager for a mass affluent client portfolio, delivering a broad range of banking, planning, investments, and insurance solutions. You will collaborate with financial advisors and IRM partners to provide integrated advice and drive revenue growth while maintaining high service standards.

The role requires strong interpersonal and sales skills, a solid financial planning background, and compliance with regulatory requirements

Qualifications

• Bachelor's degree in business, accounting, finance, banking, or related training.
• Minimum five years of financial services experience with banking, investments, and/or retail lending.
• Advanced knowledge of personal financial planning/advisory concepts and retail banking products.
• Active FINRA licenses (SIE, Series 7, 66) and applicable Insurance licenses; SAFE Mortgage licensing within 30 days.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and Office suite skills.

Responsibilities

• Serve as the primary relationship manager for a mass affluent client portfolio.
• Sell, deliver and service banking, planning, investments, and insurance products.
• Collaborate with financial advisors and IRM partners for integrated solutions.
• Grow revenue and retention by acquiring new clients and expanding services.
• Maintain compliance within audit, regulatory framework.

Skills

Relationship management

Sales

Financial planning

Client advisory

Interpersonal skills

Microsoft Office

Education

Bachelor's degree in business/finance

Tools

FINRA licenses

NMLS background check

Job description

Truist is seeking a Premier Banker to serve as the primary relationship manager for a mass affluent client portfolio, delivering a broad range of banking, planning, investments, and insurance solutions. You will collaborate with financial advisors and IRM partners to provide integrated advice and drive revenue growth while maintaining high service standards.

The role requires strong interpersonal and sales skills, a solid financial planning background, and compliance with regulatory requirements