Premier Advisor Or Virtual Premier Advisor - Raleigh, Nc

Truist Bank

Cary, NC, United States
On-site
Mass affluent client portfolio management
Personal financial planning concepts
Integrated retail solutions delivery
Truist Bank is seeking a Premier Advisor or Virtual Premier Advisor in Cary, NC, to manage a portfolio of financially complex clients within the mass affluent market segment. Candidates should possess strong financial services experience, relevant licenses, and interpersonal skills to provide comprehensive financial solutions

Job Summary

  • Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized and attentive service.
  • Establish and maintain client financial needs understanding through profiling and financial planning analysis, while leveraging the Truist referral network.
  • Meet revenue growth, profitability, and retention 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 or Virtual Premier Advisor in Cary, NC, to manage a portfolio of financially complex clients within the mass affluent market segment. Candidates should possess strong financial services experience, relevant licenses, and interpersonal skills to provide comprehensive financial solutions.

Skills & Requirements

Must-have

  • Mass affluent client portfolio management
  • Personal financial planning concepts
  • Integrated retail solutions delivery
  • Leverage referral network
  • Sales management process participation
  • External centers of influence relationships

Nice-to-have

  • Proactive client needs assessment
  • Adherence to investment policies
  • Stay abreast of market trends
  • Advocate for clients with IRM partners

Key Requirements

  • Bachelor's degree in business, finance, or equivalent experience
  • Minimum five years financial services experience
  • Securities Industry Essentials (SIE), FINRA Series 7, 66 licenses
  • Applicable Insurance licenses (Life, Health, Variable)
  • SAFE Mortgage Licensing Act compliant
  • Strong interpersonal, sales, and relationship management skills

Work Rights

Not specified

Tailored Resume

Cover Letter