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Premier Financial Advisor

2 months ago

Winter Park, Florida, United States Truist Full time
Job Summary

We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering personalized financial solutions to our mass affluent clients.

Key Responsibilities
  • Client Relationship Management: Establish and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored financial solutions to meet their objectives.
  • Financial Planning and Advisory: Develop and implement comprehensive financial plans, providing expert advice on investment, risk management, and estate planning strategies.
  • Product and Service Development: Collaborate with internal partners to develop and deliver new products and services that meet the evolving needs of our clients.
  • Business Development: Identify and pursue new business opportunities, expanding our client base and driving revenue growth.
  • Team Collaboration: Work closely with other team members to ensure seamless delivery of services and achieve business objectives.
Requirements
  • Education: Bachelor's degree in business, accounting, finance, or a related field.
  • Experience: Minimum of 8 years of banking experience, with a proven track record of delivering exceptional client service and driving revenue growth.
  • Skills: Advanced knowledge of financial planning, investment management, and risk management concepts; strong interpersonal, sales, and relationship management skills.
  • Licenses and Certifications: Active FINRA licenses, including Series 7, 66, and applicable insurance licenses.
Preferred Qualifications
  • Advanced Education: Completion of a management or career development program, or a professional certification program such as CFP, CFA, or AAMS.
  • Experience: Minimum of 10 years of experience in banking, with a focus on wealth management and client relationships.
  • Skills: Advanced knowledge of financial planning software and planning concepts; strong written, verbal, and presentation skills.
Benefits

As a Truist teammate, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, and a 401(k) plan. You will also receive paid time off, including vacation and sick leave, as well as paid holidays.