Premier Advisor - Monroe, NC

About the role

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.

Regular position; English language required.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients.
• Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients.
• Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
• Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
• Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives