Truist Bank is seeking a Premier Advisor for their Smyrna location to serve as the primary relationship manager for a portfolio of mass affluent clients. The role requires extensive financial services experience and the ability to develop and deepen client relationships through personalized financial planning and advisory services
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 sound profiling and financial planning analysis, while staying abreast of market trends.
Meet revenue growth and profitability goals by developing new clients, expanding services, and marketing new products to existing clients.
Matching Summary
Match Score: 85
Truist Bank is seeking a Premier Advisor for their Smyrna location to serve as the primary relationship manager for a portfolio of mass affluent clients. The role requires extensive financial services experience and the ability to develop and deepen client relationships through personalized financial planning and advisory services.
Skills & Requirements
Must-have
Serve as primary relationship manager
Develop and deepen client relationships
Deliver integrated retail solutions
Leverage referral network for client acquisition
Maintain sales activity and pipeline information
Nice-to-have
Proactive client service
External centers of influence relationships
Participate in program development
Key Requirements
Bachelor's degree in business, finance, or equivalent experience
Minimum of five years financial services experience
Securities Industry Essentials (SIE), FINRA Series 7, 66 licenses