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Virtual Premier Banker - Truist Footprint
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Full-time
- Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.
- 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.
- 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.
- A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
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