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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. 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.
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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
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A Virtual Premier Banker works onsite at a Truist location and works virtual with clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs.
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Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail products and services including banking, mortgage, planning, investments, and insurance services to the mass affluent clients.
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Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. 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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Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
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Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Active FINRA licenses must be transferred within 60 days of job entry date.
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Serve as the primary relationship manager for a portfolio of mass affluent clients. Minimum of five years of retail banking experience working with clients dealing with banking, investments, and retail lending.
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As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
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Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services.
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Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Completion of established management or career development program or banking school. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, insurance or lending.
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Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
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Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
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