Virtual Premier Advisor or Virtual Premier Banker - Wilmington or Charlotte, NC

Truist; Wilmington (NC); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Virtual Premier Advisor or Banker to serve as the primary relationship manager for a diverse portfolio of affluent clients. This role focuses on developing and deepening client relationships through tailored financial planning and advisory services. You will leverage a broad range of retail solutions and collaborate with internal partners to ensure exceptional service delivery. The ideal candidate will have a strong background in financial services, excellent interpersonal skills, and a passion for helping clients achieve their financial goals. Join a dynamic team and make a significant impact in the lives of clients while enjoying a comprehensive benefits package.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Time Off

Qualifications

• 5+ years in financial services with banking or investments experience.
• Active securities and insurance licenses or willingness to obtain.

Responsibilities

• Manage a portfolio of mass affluent clients with personalized banking solutions.
• Develop new clients and expand services to achieve revenue goals.

Skills

Relationship Management

Financial Planning

Sales Skills

Interpersonal Skills

Market Awareness

Education

Bachelor's Degree in Business or Finance

Master’s Degree in Related Fields

Tools

Microsoft Office

Job description

Virtual Premier Advisor or Virtual Premier Banker - Wilmington or Charlotte, NC

Join to apply for the Virtual Premier Advisor or Virtual Premier Banker - Wilmington or Charlotte, NC role at Truist.

This position involves serving as the primary relationship manager for a portfolio of financially complex clients within the mass affluent market segment in the Truist footprint. Responsibilities include developing and deepening client relationships through financial planning and advisory services, offering a broad range of retail solutions, and leveraging the Truist referral network for client acquisition.

Key Responsibilities:

1. Manage a portfolio of mass affluent clients, providing personalized banking, investment, and insurance solutions.
2. Understand client financial needs through profiling and financial planning analysis.
3. Stay informed on economic, legal, and market trends affecting clients.
4. Achieve revenue and retention goals by developing new clients and expanding services.
5. Collaborate with internal partners to deliver seamless service and support client development.
6. Build relationships with external centers of influence to enhance business growth.
7. Ensure compliance with audit, regulatory, and internal policies.
8. Participate in the ongoing development of the Premier Banking program.

Qualifications:

• Bachelor's degree in business, finance, or related field, or equivalent experience.
• Minimum of five years in financial services dealing with banking, investments, or retail lending, or one year as a relationship manager.
• Active securities licenses (SIE, Series 6/7/66/63/65) and insurance licenses, or willingness to obtain within specified timeframe.
• Strong interpersonal, sales, and relationship management skills.
• Proficiency in Microsoft Office and basic computer applications.

Preferred Qualifications:

• Master’s degree in related fields.
• Experience in mass affluent banking.
• Professional certifications such as CFP, CFA, AAMS, CTFA, CLU, CRPC, or ChFC.

Benefits include medical, dental, vision, life insurance, 401k, paid time off, and more. Truist is an Equal Opportunity Employer and a Drug-Free Workplace.