Talent.com
Truist
Premier Advisor- Arlington/GeorgetownTruist • Arlington, VA, United States
No longer accepting applications
Premier Advisor- Arlington/Georgetown

Premier Advisor- Arlington/Georgetown

Truist • Arlington, VA, United States
30+ days ago
Salary
$92,000.00 yearly
Job type
  • Full-time
Job description

Job Title

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Serve as the primary relationship manager for a portfolio of 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.
  • Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
  • Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
  • Participate in the ongoing implementation and development of the Premier Banking program.

Qualifications

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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.
  • 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.

Preferred Qualifications:

  • Master's degree in business, accounting, finance, or banking.
  • Mass Affluent Banking experience.
  • Completion or enrollment in professional level certification programs.
  • Completion of Leadership Development Program or Banking School.

The annual base salary for this position is $92,000 -$115,000 Premier Advisor

The annual base salary for this position is $96,000 -$120,000 Premier Advisor II

Additional incentive pay is available for this position.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

Create a job alert for this search

Premier Advisor- Arlington/Georgetown • Arlington, VA, United States

Similar jobs

Business Development Associate

DreamCrafters ManagementColumbia, MD, United States
Full-time

Dreamcrafters Management is a business development and sales company that executes promotional campaigns to drive sales on behalf of our brand partners.Our partners rely on us to increase revenue, ... Show more

 • Promoted

Beauty Advisor - Lancome, Pentagon City - Part Time

Macy's, Inc.Arlington, VA, United States
Full-time +1

Be part of an amazing story Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions…about inspiring st... Show more

 • Promoted

Retail Sales Associate, Old Town Alexandria - Full Time

BluemercuryAlexandria, VA, United States
Full-time

About Bluemercury With 178 locations across the country and growing, Bluemercury pioneered a client-first service model that emphasizes hyper-personalized, high-quality beauty interactions.The lea... Show more

 • Promoted

Retail Sales Associate-THE MALL AT COLUMBIA

Bath and Body WorksColumbia, MD, United States
Part-time

Description Career Development | Medical, Dental and Vision Benefits | 40% Discount | Daily or Weekly Pay | Fun Stores At Bath & Body Works, we believe everybody deserves to feel good.When you jo... Show more

 • Promoted

Business Development AssociateArlington, VA (Hybrid)

Axios HQWashington, DC, United States
Full-time

Business Development Associate.Axios HQ makes internal comms work.Its mix of communication software, hands-on editorial services, comms leader community, and best practice resource center is built ... Show more

 • Promoted

Federal Business Development and Sales Professional

Braxton-Grant Technologies, Inc.Columbia, MD, United States
Full-time

Federal Business Development And Sales Professional.The federal business development and sales professional will help facilitate growth opportunities for Braxton-Grant, primarily by leveraging Brax... Show more

 • Promoted

Financial Advisor - NASA Federal Credit Union

LPL FinancialArlington, VA, United States
Full-time

Your career path should lead to real opportunity.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at NASA Federal Credit ... Show more

 • Promoted

PT Deli Associate - 6307

GIANT Food StoresEldersburg, MD, United States
Full-time

Category/Area of Expertise: Retail Store Positions Job Requisition: 438841 Address: USA-MD-Eldersburg-1320 Londontown Boulevard Store Code: GC - Store Mgrs (2600429) At The GIANT Company we're ... Show more

 • Promoted

Sales Representative

Emd Sales inc.Alexandria, VA, United States
Full-time

Open and maintain accounts in the assigned territory (supermarket chains, independent stores, wholesalers).Monitor stock levels, damages, credits, slow-moving inventory, expiring products, and new ... Show more

 • Promoted

Wealth Advisor - Bethesda, MD

Citizens Financial GroupBethesda, MD, United States
Full-time

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Wealth Advisors conduct thorough discoveries to understand a client's short- and... Show more

 • Promoted

Washington DC Voya Financial Advisor

Voya Financial AdvisorsWashington, DC, United States
Full-time

Voya Financial Financial Advisor Opportunity.Voya Financial is seeking 3-5 Financial Advisors immediately to join our team to work with employees of a new government defined contribution client in ... Show more

 • Promoted

Finish Line Macy's Store Management - Mall in Columbia, Columbia, MD

Finish LineColumbia, MD, United States
Full-time +1

Assistant Store Manager and Supervisor.At JD Finish Line, we're not just selling products; we're creating experiences.Our retail stores are a vibrant reflection of our brand's passion for innovatio... Show more

 • Promoted

Safeway Assistant Store Director- Mount Airy, Maryland

Albertsons CompanyMount Airy, MD, United States
Full-time

Are you ready to take the next step in your career? Join us for an exciting opportunity at Albertsons Companies, where innovation and customer service go hand-in-hand!.At Albertsons Companies, we a... Show more

 • Promoted

Kiehl's Keyholder (PT) Georgetown

L'OrealWashington, DC, United States
Full-time

Kiehl's Since 1851, Keyholder Who We Are: For more than a century, L'Oréal has devoted its energy, innovation, and scientific excellence solely to one business: Beauty.Our goal is to offer each a... Show more

 • Promoted

Premier Advisor- Arlington/Georgetown

SunTrust Investment Services, Inc.Arlington, VA, United States
Full-time

Serve as 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 s... Show more

 • Promoted

Sales Associate - Dobbin Center

Hand & StoneColumbia, MD, United States
Full-time

Benefits: * Supplemental Insurance * Life Insurance * Employer Contributions to Medical Insurance * 401(k) * 401(k) matching * Competitive salary * Dental insurance * Employee discounts * Flexible... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MD

ChaseMarriottsville, MD, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Regional Inside Sales Lead

HavtechColumbia, MD, United States
Full-time

The Regional Inside Sales Lead is responsible for managing and developing the regional inside sales team, with direct accountability for sales performance, customer service excellence, profitabilit... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)

JPMorgan Chase & Co.Alexandria, VA, United States
Full-time

JobID: 210654787 Category: Advisors JobSchedule: Full time Posted Date: 2025-08-07T15:34:00+00:00 JobShift: : At J.Morgan Chase, we have an enthusiasm for helping our clients, taking care of ... Show more

 • Promoted

Assistant General Manager - Jared Jewelers - Waldorf Marketplace

Signet JewelersWaldorf, MD, United States
Full-time

Jared Assistant General Manager.Title: Jared Assistant General Manager.Reporting to this Position: All store personnel in the General Manager's absence.Completion of Information Security Privacy Aw... Show more