Premier Banking & Wealth Advisor

Truist; Lynchburg (VA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) plan

Paid vacation and sick days

Equity/bonus opportunities

Job summary

Truist is seeking a Premier Banking advisor to manage a mass affluent client portfolio, delivering integrated banking, mortgage, investments and insurance solutions. You will leverage the Truist network to grow relationships and provide tailored financial planning guidance.

In this role you will build strong client relationships, achieve revenue and retention targets, and collaborate with IRM partners to deliver a seamless client experience in a compliant, team-based environment.

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 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.
• 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.
• 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.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Responsibilities

• Serve as 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.
• Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists (IRM partners) who are designated to support client service and development efforts.

Skills

Relationship management

Sales experience

Financial planning concepts

Microsoft Office

Education

Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience

Tools

MS Office

Job description

Truist is seeking a Premier Banking advisor to manage a mass affluent client portfolio, delivering integrated banking, mortgage, investments and insurance solutions. You will leverage the Truist network to grow relationships and provide tailored financial planning guidance.

In this role you will build strong client relationships, achieve revenue and retention targets, and collaborate with IRM partners to deliver a seamless client experience in a compliant, team-based environment.