Truist
Premier Advisor or Banker - Silver Spring, MD
Truist, Silver Spring, Maryland, United States, 20900
Premier Advisor or Banker - Silver Spring, MD
Serve as primary relationship manager for a 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. Responsibilities include: Serve as the primary relationship manager for a portfolio of mass affluent clients. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Establish and maintain excellent working relationships with various Truist teammate product and service specialists. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. Required Qualifications: 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 dealing with banking, investments, and/or retail lending. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses. Strong interpersonal, sales and relationship management skills. Preferred Qualifications: Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Completion or enrollment in professional level certification programs. The annual base salary for this position is $92,000 -$115,000 Premier Banker I and $96,000 -$120,000 Premier Advisor. Additional incentive pay is available for this position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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Serve as primary relationship manager for a 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. Responsibilities include: Serve as the primary relationship manager for a portfolio of mass affluent clients. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Establish and maintain excellent working relationships with various Truist teammate product and service specialists. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. Required Qualifications: 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 dealing with banking, investments, and/or retail lending. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses. Strong interpersonal, sales and relationship management skills. Preferred Qualifications: Master’s degree in business, accounting, finance, or banking. Mass Affluent Banking experience. Completion or enrollment in professional level certification programs. The annual base salary for this position is $92,000 -$115,000 Premier Banker I and $96,000 -$120,000 Premier Advisor. Additional incentive pay is available for this position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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