Premier Advisor - Gainesville, GA
On-site · Gainesville, Georgia, United States
Gainesville, Georgia, United StatesOn-siteFull TimeMid LevelBachelors DegreeLarge
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large
Job Summary
Premier Advisor responsible for serving as the primary relationship manager for a mass affluent client portfolio within the Truist footprint, delivering integrated retail solutions across banking, mortgage, planning, investments, and insurance; leveraging the Truist referral network to acquire clients, expand services, and meet revenue growth and retention goals while maintaining compliant portfolio management within audit and regulatory frameworks.
Required Qualifications
- Bachelor's degree 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
- SIE, FINRA Series 7, 66 (63 and 65 if 66 not held) and applicable Insurance licenses (Life, Health, Variable) active or obtainable within 100-150 days; FINRA licenses to be transferred within 60 days; SAFE Mortgage Licensing Act compliant within 30 days; NMLS background check
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