Premier Advisor or Premier Banker- Arlington / Georgetown / Sterling

Truist Financial Corporation Job Posting

Serve as the primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.

The essential functions for this job include : 1) serving as the primary relationship manager for a portfolio of mass affluent clients, selling, delivering, and providing ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients; 2) establishing and periodically updating understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis; 3) keeping abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients; 4) meeting revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients; 5) establishing and maintaining excellent working relationships with various Truist teammate product and service specialists; 6) establishing and maintaining mutually beneficial business relationships with external centers of influence; 7) working within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships; and 8) participating in the ongoing implementation and development of the Premier Banking program.

Qualifications

Required Qualifications : 1) Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training; 2) minimum of five years of financial services experience working with clients dealing with banking, investments, and / or retail lending; 3) 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; 4) minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 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; 5) strong interpersonal, sales and relationship management skills; 6) strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications : 1) Master's degree in business, accounting, finance, or banking; 2) mass affluent banking experience; 3) completion or enrollment in professional level certification programs; 4) completion of leadership development program or banking school.