Premier Advisor - Greenville, SC
On-site · Greenville, South Carolina, United States
Job Summary
Premier Advisor responsible for serving as the primary relationship manager for a portfolio of mass affluent clients within the Truist footprint. Deliver integrated financial planning and advisory services across banking, mortgage, planning, investments, and insurance, leveraging the referral network to acquire clients and grow revenue while maintaining a high-quality, compliant portfolio. Build and update understanding of client needs through profiling and financial planning analysis, collaborate with financial advisors on investment accounts, stay informed on market trends, and cultivate relationships with internal IRM partners and external centers of influence to expand services. Maintain pipeline, participate in sales processes, and adhere to audit and regulatory requirements. Preferred qualifications include advanced certifications (e.g., CFP, CFA) and leadership development experiences.
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 (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 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.
- 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
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