Premier Advisor- Buckhead

Truist Bank

Buckhead, Georgia, USA
**
Mass affluent client portfolio management
Personal financial planning concepts
Integrated retail solutions delivery
** Truist Bank is seeking a Premier Advisor for their Buckhead, Georgia location to manage a portfolio of mass affluent clients. The ideal candidate should possess extensive financial services experience, strong interpersonal skills, and relevant financial licenses. **

Job Summary

  • Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and delivering a broad range of fee income and retail banking products and services.
  • Establish and maintain excellent working relationships with various Truist teammate product and service specialists to ensure an integrated and seamless approach to client service.
  • 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 Buckhead, Georgia location to manage a portfolio of mass affluent clients. The ideal candidate should possess extensive financial services experience, strong interpersonal skills, and relevant financial 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
  • Audit and compliance framework adherence
  • Premier Banking program development

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter