Virtual Premier Advisor

Jobtailor; Tampa (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Truist in Tampa is seeking a Senior Relationship Manager for mass affluent clients. You will manage complex portfolios, develop client relationships through personal financial planning, and deliver a full range of banking, mortgage, planning, investment, and insurance solutions.

You will leverage Truist referrals, drive fee income, and provide ongoing service for retail products while maintaining compliant operations and proactive client profiling.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or related financial services.

Responsibilities

• Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships within the Truist footprint

Skills

Interpersonal skills

Sales skills

Relationship management

Written communication

Presentation skills

Microsoft Office

English fluency

Education

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

Tools

Contact Management System

Microsoft Office

Job description

• Serve as primary relationship manager for a portfolio of financially complex mass affluent client relationships within the Truist footprint
• Establish new managed portfolios of financially complex client relationships in de novo circumstances
• Develop and deepen client relationships using personal financial planning and financial advisory concepts
• Deliver banking, mortgage, planning, investment, and insurance solutions
• Leverage the Truist referral network to generate client acquisition and provide comprehensive advice
• Sell, deliver, and provide ongoing service for fee income and retail banking products and services
• Update understanding of client financial needs through profiling and personal financial planning analysis
• Work with financial advisors on assigned investment accounts and asset allocation objectives
• Monitor economic, legal, financial planning, investment, market, and business trends
• Meet revenue growth, profitability, and retention goals through client development and product marketing
• Maintain sales activity, pipeline, and related information in the bank's contact management system
• Collaborate with Truist product and service specialists to deliver integrated client service
• Build relationships with external centers of influence
• Operate within audit, compliance, and regulatory frameworks
• Participate in the implementation and development of the Premier Banking program

Requirements

• 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, or one year's experience in a financial client relationship manager role
• Advanced knowledge of personal financial planning, advisory, insurance, investment management, and asset allocation concepts
• Understanding of retail credit and traditional retail bank products for the mass affluent market
• Securities Industry Essentials (SIE), FINRA Series 7, and FINRA Series 66 (or Series 63 and 65 in lieu of 66) and applicable Life, Health, and Variable Insurance licenses must be active and maintained or obtained within 100–150 days of job entry
• Active FINRA licenses must be transferred within 60 days of job entry
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including applicable NMLS registration and acceptable background check
• Strong interpersonal, sales, and relationship management skills
• Strong written, verbal, and presentation skills
• Demonstrated proficiency in basic computer applications such as Microsoft Office
• English language fluency required

Core Competencies

Demonstrates advanced knowledge of personal financial planning, investment management, and asset allocation while effectively managing complex client relationships. Proficient in delivering integrated banking, mortgage, and insurance solutions to meet the needs of mass affluent clients.

Highest-signal resume keywords

• Personal Financial Planning
• Investment Management
• Client Relationship Management
• FINRA Series 7
• Securities Industry Essentials (SIE)

ATS Optimization Keywords

Hard Skills

• Financial Advisory Concepts
• Asset Allocation
• Retail Banking Products
• Investment Solutions
• Financial Planning Analysis

Soft Skills

• Interpersonal Skills
• Sales Skills
• Relationship Management
• Written Communication
• Presentation Skills

Certifications & Qualifications

• FINRA Series 66
• Life Insurance License
• Health Insurance License
• Variable Insurance License
• SAFE Mortgage Licensing Act Compliance

Industry Keywords

• Mass Affluent Market
• Financial Services
• Retail Lending
• Client Acquisition
• Compliance Frameworks

Tools & Technologies

• Contact Management System
• Microsoft Office