Premier Advisor - Greater Spartanburg, Inman & Boiling Springs, Sc

Truist Bank

Spartanburg, SC, United States
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Mass affluent client portfolio management
Personal financial planning concepts
Integrated retail solutions delivery
** Truist Bank is seeking a Premier Advisor for their Greater Spartanburg area to manage a portfolio of mass affluent clients, utilizing personal financial planning and advisory concepts. The role emphasizes relationship management, sales, and integrated delivery of financial solutions, requiring candidates to have a strong background in financial services and relevant licenses. **

Job Summary

  • Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized and attentive service.
  • Establish and update client financial needs based on profiling and financial planning analysis, and proactively work with financial advisors on investment accounts.
  • Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products to existing clients.

Matching Summary

Match Score: 75

** Truist Bank is seeking a Premier Advisor for their Greater Spartanburg area to manage a portfolio of mass affluent clients, utilizing personal financial planning and advisory concepts. The role emphasizes relationship management, sales, and integrated delivery of financial solutions, requiring candidates to have a strong background in financial services and relevant licenses. **

Skills & Requirements

Must-have

  • Mass affluent client portfolio management
  • Personal financial planning concepts
  • Integrated retail solutions delivery
  • Truist referral network leverage
  • Client acquisition and retention

Nice-to-have

  • External centers of influence relationships
  • Program implementation and development

Key Requirements

  • Bachelor's degree in business, accounting, finance, banking or equivalent experience
  • Minimum five years financial services experience or one year in a financial client relationship manager role
  • Advanced knowledge of personal financial planning, investment management, and retail banking products
  • Required FINRA Series 7, 66 (or 63/65), and applicable insurance licenses
  • SAFE Mortgage Licensing Act compliant
  • Strong interpersonal, sales, and relationship management skills
  • Proficiency in Microsoft Office software

Work Rights

Not specified

Tailored Resume

Cover Letter