Premier Advisor - Franklin, TN

Position:
Primary Relationship Manager – Mass Affluent Client Portfolio, Truist Financial Corporation

• Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering a broad range of fee income and retail banking products and services.
• Establish and periodically update an understanding of client financial needs through sound profiling and personal financial planning analysis, proactively managing investment accounts for adherence to objectives and policies.
• Keep abreast of economic, legal, and market trends impacting mass affluent clients and serve as a personal financial planning/advisory resource for clients, attorneys, and CPAs.
• Meet revenue growth, profitability, and retention goals by developing new clients, expanding services, and marketing new products, while supporting the Truist sales management process, automation, and referral guidelines.
• Maintain excellent working relationships with Truist teammates and Integrated Relationship Management (IRM) partners to ensure an integrated and seamless approach to client service.
• Build and maintain mutually beneficial business relationships with external centers of influence to enhance business development.
• Work within audit, compliance, and regulatory frameworks to ensure a high‑quality, compliant portfolio of client relationships.
• Participate in the implementation and development of the Premier Banking program, including processes, products, and operating policies.

• 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 in banking, investments, and/or retail lending (or one year 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.
• Active or obtain within 100‑150 days the following licenses:
  Securities Industry Essentials (SIE), FINRA Series7 &66 (or 63 &65 in lieu of 66), applicable insurance licenses (Life, Health, Variable), SAFE Mortgage Licensing Act compliance, and an NMLS acceptable background check. Transfer FINRA licenses within 60 days of job entry.
• Strong interpersonal, sales, and relationship‑management skills.
• Strong written, verbal, and presentation skills; proficiency in Microsoft Office and basic computer applications.

• Master’s degree in business, accounting, finance, or banking.
• Mass Affluent Banking experience.
• Completion or enrollment in professional‑level certification programs such as CFP, CFA, AAMS®, CTFA®, CLU®, CRPC®, or ChFC®.
• Completion of a Leadership Development Program or Banking School (e.g., Truist Leadership Development Program).

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation (prorated) and 10 sick days during the first year, plus paid holidays. Depending on the position, the role may also be eligible for a defined‑benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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, and right‑to‑work documentation are required.