Premier Wealth Advisor - Mass Affluent Relationships

Truist Wealth

Eldersburg (MD)

On-site

USD 88,000 - 115,000

Full time

12 days ago

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Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Paid vacation and sick days

Job summary

Truist Wealth is seeking a Premier Advisor to manage a mass affluent client portfolio with a holistic financial planning focus. You will deliver a broad range of retail banking, investments, mortgage, planning and insurance services, leveraging the Truist network to acquire clients and provide integrated solutions.

The role requires strong relationship management, advisory skills and 5+ years in financial services, with licenses in SIE/Series 7/66 and insurance.

Qualifications

Bachelor's degree in business, accounting, finance, banking or equivalent experience.
SIE, Series 7, 66 (63/65 in lieu) and Insurance licenses must be active or obtained within ~150 days.
Strong interpersonal, sales and relationship management skills.
Proficient in MS Office and common desktop tools.

Responsibilities

Serve as the primary relationship manager for a mass affluent client portfolio.
Sell and service banking, investment, mortgage, planning and insurance products.
Update understanding of client needs using personal financial planning.
Meet revenue growth, profitability and retention goals via新 client acquisition and cross-sell.
Coordinate with IRM partners to deliver integrated solutions.
Develop external Centers of Influence to expand business.