Truist
Premier Advisor - Simpsonville, SC
Truist, Simpsonville, South Carolina, United States, 29680
Premier Advisor – Simpsonville, SC
Truist is seeking a Premier Advisor to serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.
Job Details Regular full‑time position. Shift: 1st shift (United States of America). Language Fluency: English (Required).
Essential Functions
Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and delivering fee‑income and retail banking products and services appropriate to mass affluent clients.
Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis, and 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, and serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants.
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients, and successfully participate in the sales management process, including the delivery of excellent client service behaviors, support of the Truist segmentation models and the use of the automated sales process and referral processes and guidelines.
Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management partners) and external centers of influence, ensuring an integrated and seamless approach to developing, servicing and enhancing the client portfolio.
Work within 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.
Qualifications – Required
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 (including 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.
Minimum of Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or Series 63 and 65 in lieu of 66) and applicable insurance licenses (Life, Health, and Variable) must be active and maintained or obtained 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 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.
Qualifications – Preferred
Master’s degree in business, accounting, finance, or banking.
Mass‑affluent banking experience.
Completion or enrollment in professional‑level certification programs (preferred in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst, Accredited Asset Management Specialist (AAMS®), Certified Trust and Financial Advisor (CTFA®), Chartered Life Underwriter (CLU®), Chartered Retirement Planning Counselor (CRPC®), or Chartered Financial Consultant (ChFC®).
Completion of Leadership Development Program or Banking School such as 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 be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
EEO Statement 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. Truist is a Drug‑Free Workplace. EEO is the Law. E‑Verify. IER. Right to Work.
Application Process To apply, click the Apply Now button at the top or bottom of the page and complete the application. If you already have a profile, log in to check status.
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Job Details Regular full‑time position. Shift: 1st shift (United States of America). Language Fluency: English (Required).
Essential Functions
Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and delivering fee‑income and retail banking products and services appropriate to mass affluent clients.
Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis, and 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, and serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants.
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients, and successfully participate in the sales management process, including the delivery of excellent client service behaviors, support of the Truist segmentation models and the use of the automated sales process and referral processes and guidelines.
Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management partners) and external centers of influence, ensuring an integrated and seamless approach to developing, servicing and enhancing the client portfolio.
Work within 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.
Qualifications – Required
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 (including 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.
Minimum of Securities Industry Essentials (SIE), FINRA Series 7 and 66 (or Series 63 and 65 in lieu of 66) and applicable insurance licenses (Life, Health, and Variable) must be active and maintained or obtained 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 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.
Qualifications – Preferred
Master’s degree in business, accounting, finance, or banking.
Mass‑affluent banking experience.
Completion or enrollment in professional‑level certification programs (preferred in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst, Accredited Asset Management Specialist (AAMS®), Certified Trust and Financial Advisor (CTFA®), Chartered Life Underwriter (CLU®), Chartered Retirement Planning Counselor (CRPC®), or Chartered Financial Consultant (ChFC®).
Completion of Leadership Development Program or Banking School such as 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 be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
EEO Statement 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. Truist is a Drug‑Free Workplace. EEO is the Law. E‑Verify. IER. Right to Work.
Application Process To apply, click the Apply Now button at the top or bottom of the page and complete the application. If you already have a profile, log in to check status.
#J-18808-Ljbffr