Virtual Premier Advisor

• 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.
• Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
• Proactively work with the financial advisor on assigned investment accounts.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
• Work within existing audit, compliance and regulatory framework to ensure a compliant portfolio of client relationships.

• 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.
• Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts.
• A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be active and maintained.
• 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.

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System visibility. This unique feature helps candidates tailor their applications more effectively— a feature exclusive to Job Tailor job listings.

• Personal Financial Planning
• Investment Management
• Asset Allocation
• Retail Banking Products
• Financial Analysis

• Interpersonal Skills
• Sales Skills
• Relationship Management
• Written Communication
• Presentation Skills

• Securities Industry Essentials (SIE)
• FINRA Series 7 License
• FINRA Series 66 License