Premier Advisor - Fairfax, VA

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.

• 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.

• 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.

Base salary range: $92,000–$115,000 (Senior Advisor) or $96,000–$120,000 (Premier Advisor II). Additional incentive pay is available.

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.