Truist
Premier Advisor or Banker - Fredericksburg, VA
Join to apply for the Premier Advisor or Banker - Fredericksburg, VA role at Truist
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you\'ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won\'t receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
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.
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 and policies.
Keep 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/advisory resource for clients, their attorneys and CPAs.
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in sales management processes, including the delivery of client service behaviors, support of Truist segmentation models, use of the automated sales process and referral processes. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank\'s contact management system.
Establish and maintain relationships with external centers of influence and Truist teammates (IRM partners) to support client service and development efforts. Ensure an integrated approach to developing, servicing and enhancing the client portfolio.
Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development.
Work within the 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.
Qualifications 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. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one year\’s 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 and understanding of retail credit and traditional retail bank products for the mass affluent market.
A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
Strong interpersonal, sales and relationship management skills.
Strong written, verbal and presentation skills including proficiency in Microsoft Office.
Preferred Qualifications
Master’s degree in business, accounting, finance, or banking.
Mass Affluent Banking experience.
Professional certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC®, Chartered Retirement Planning Counselor (ChFC®).
Completion of Leadership Development Program or Banking School (e.g., Truist Leadership Development Program).
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, AD&D, 401k, and other benefits. Vacation, sick days, and paid holidays are provided. For more details on Truist\’s benefits, visit the Benefits site. Depending on the position, this job may be eligible for pension, RSUs, and/or deferred compensation.
Truist is an Equal Opportunity Employer that does not discriminate on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law. Truist is a Drug Free Workplace. EEO is the Law. Pay Transparency Nondiscrimination Provision. E-Verify.
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you\'ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won\'t receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
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.
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 and policies.
Keep 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/advisory resource for clients, their attorneys and CPAs.
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in sales management processes, including the delivery of client service behaviors, support of Truist segmentation models, use of the automated sales process and referral processes. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank\'s contact management system.
Establish and maintain relationships with external centers of influence and Truist teammates (IRM partners) to support client service and development efforts. Ensure an integrated approach to developing, servicing and enhancing the client portfolio.
Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development.
Work within the 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.
Qualifications 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. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one year\’s 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 and understanding of retail credit and traditional retail bank products for the mass affluent market.
A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
Strong interpersonal, sales and relationship management skills.
Strong written, verbal and presentation skills including proficiency in Microsoft Office.
Preferred Qualifications
Master’s degree in business, accounting, finance, or banking.
Mass Affluent Banking experience.
Professional certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC®, Chartered Retirement Planning Counselor (ChFC®).
Completion of Leadership Development Program or Banking School (e.g., Truist Leadership Development Program).
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, AD&D, 401k, and other benefits. Vacation, sick days, and paid holidays are provided. For more details on Truist\’s benefits, visit the Benefits site. Depending on the position, this job may be eligible for pension, RSUs, and/or deferred compensation.
Truist is an Equal Opportunity Employer that does not discriminate on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law. Truist is a Drug Free Workplace. EEO is the Law. Pay Transparency Nondiscrimination Provision. E-Verify.
Referrals increase your chances of interviewing at Truist by 2x.
Get notified about new Advisor jobs in Fredericksburg, VA.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr