Premier Advisor- Arlington/Georgetown

Overview Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment in the Truist footprint. Responsibilities 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. 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 Certified Public Accountants (CPAs). Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in the sales management process, including delivery of excellent client service behaviors, support of the Truist segmentation models, and automated sales processes. Maintain and update sales activity, pipeline and other pertinent information using the bank’s contact management system. Establish and maintain excellent working relationships with Truist teammate product and service specialists (Integrated Relationship Management partners) to support client service and development. Serve as an advocate for clients with the IRM partners. Establish and maintain mutually beneficial business relationships with external centers of influence. 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 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 (Retail, Wealth, Advisory, or Retail Lending experience), or one year’s experience in a financial client relationship manager role. Advanced knowledge 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. Active Securities Industry Essentials (SIE), FINRA Series 7, 66 (or Series 63 and 65 in lieu of 66) and applicable insurance licenses (Life, Health, and Variable) must be 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. NMLS acceptable background check required. Strong interpersonal, sales and relationship‑management skills. Strong written, verbal and presentation skills including proficiency in Microsoft Office software. Preferred Qualifications Master’s degree in business, accounting, finance or banking. Mass‑Affluent Banking experience. Completion or enrollment in professional level certification programs (CFP, CFA, AAMS®, CTFA®, CLU®, CRPC®, ChFC®). Completion of Leadership Development Program or Banking School such as the Truist Leadership Development Program. Compensation Base salary range: $92,000–$115,000 (Senior Advisor) or $96,000–$120,000 (Premier Advisor II). Additional incentive pay is available. Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability insurance, accident insurance, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive no less than 10 days of prorated vacation, 10 sick days, and paid holidays during their first year of employment. Additional benefits may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on the position and division. 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 any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law. E-Verify IER Right to Work. #J-18808-Ljbffr Crump Life Insurance Svcs Inc