Premier Advisor - Savannah, GA

About the role

Serve as the primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment in the Truist footprint. In a de novo circumstance (limited established portfolio of clients upon job entry), establish a new managed portfolio of financially complex client relationships within the same segment.

Responsibilities

• Act 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 tailored to mass affluent clients, ensuring a level of personalized, attentive service clients deem outstanding.
• Establish and periodically update understanding of client financial needs and conditions using sound profiling and personal financial planning analysis.
• Proactively collaborate with the financial advisor on assigned investment accounts to ensure adherence to investment and asset allocation objectives and policies.
• Stay abreast of changing economic, legal, financial planning, investment trends, and general market and business issues impacting mass affluent clients.
• Serve as a personal financial planning and advisory resource for clients, their attorneys, and Certified Public Accountants (CPAs).
• Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Participate in the sales management process, including delivering excellent client service, supporting Truist segmentation models, fully utilizing the automated sales process, and adhering to referral processes and guidelines.
• Monitor, maintain, and update sales activity, pipeline, and other pertinent information using the bank’s contact management system.
• Establish and maintain excellent working relationships with Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) to support client service and development efforts (e.g., banking, mortgage, planning, investments, and insurance services).
• Ensure an integrated and seamless approach to developing, servicing, and enhancing the client portfolio while serving as an advocate for clients with IRM partners.
• Build and maintain mutually beneficial business relationships with external centers of influence to enhance business development efforts.
• Operate within the existing audit, compliance, and regulatory framework to ensure a high-quality, compliant portfolio of client relationships.
• Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services, and operating policies and procedures.

Requirements

• Bachelor’s degree with a concentration in business, accounting, finance, banking, or equivalent financial services experience and related training.
• Minimum of five years of financial services experience working with clients in banking, investments, and/or retail lending (experience may include Retail, Wealth, Advisory, and/or Retail Lending) or one year of experience in a financial client relationship manager role.
• Advanced knowledge of a broad range of personal financial planning, advisory, insurance, and investment management/asset allocation concepts, as well as an understanding of retail credit and traditional retail bank products for the mass affluent market.
• Active and maintained Securities Industry Essentials (SIE), FINRA Series 7, 66 (or 63 and 65 in lieu of 66), and applicable Insurance licenses (Life, Health, and Variable) or must obtain them within 100-150 days of job entry. Active FINRA licenses must be transferred within 60 days of job entry.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and an applicable NMLS-acceptable background check.
• Strong interpersonal, sales, and relationship management skills.
• Strong written, verbal, and presentation skills, including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications

• Master’s degree in business, accounting, finance, or banking.
• Mass Affluent Banking experience.
• Completion or enrollment in professional-level certification programs (preference in rank order):
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Accredited Asset Management Specialist (AAMS®)
  • Certified Trust and Financial Advisor (CTFA®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Chartered Financial Consultant (ChFC®)
• Completion of a Leadership Development Program or Banking School, such as the Truist Leadership Development Program or Banking School.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may vary by division.

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and full-time/part-time status) during the first year of employment, along with 10 sick days (also prorated) and paid holidays.
• Eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.

Full details on Truist’s generous benefit plans are available on the Benefits site.

Work Shift: 1st shift (United States of America)