Virtual Premier Advisor - Norfolk, VA

Truist Financial Corporation

Job Overview

Location

Norfolk, VA

Job Type

Full-time

Full Job Description

📋 Description

• Serve as the primary relationship manager for a portfolio of financially complex mass affluent clients within the Truist footprint, establishing new relationships or managing existing ones.
• Deliver personalized, high-touch service across a broad range of retail banking, mortgage, investment, insurance, and financial planning solutions tailored to mass affluent clients.
• Conduct comprehensive financial profiling and personal financial planning analysis to understand client needs, goals, and risk tolerance, and use this to recommend integrated financial solutions.
• Proactively collaborate with Truist financial advisors to ensure investment accounts align with client-specific asset allocation objectives and investment policies.
• Meet and exceed revenue growth, profitability, and client retention targets by acquiring new clients, expanding services to existing clients, and marketing new products through the Truist referral network.
• Utilize the bank’s contact management system to monitor, maintain, and update sales activity, pipeline data, and client interactions to support sales management processes.
• Build and maintain strong working relationships with Integrated Relationship Management (IRM) partners including banking, mortgage, planning, investments, and insurance specialists to ensure seamless, integrated client service.
• Act as an advocate for clients within Truist by coordinating cross-functional teams to address client needs and enhance service delivery.
• Establish and nurture mutually beneficial relationships with external centers of influence such as attorneys, CPAs, and other professionals to drive business development.
• Maintain strict compliance with all audit, regulatory, and legal requirements, including adherence to the SAFE Mortgage Licensing Act and applicable NMLS background checks.
• Keep current on economic trends, financial planning standards, investment strategies, insurance products, and regulatory changes impacting mass affluent clients.
• Ensure all required securities and insurance licenses (SIE, Series 7, Series 66 or 63/65, Life, Health, Variable) are active and maintained, and transfer FINRA licenses within 60 days of employment.
• Participate in the ongoing development and implementation of the Premier Banking program, including contributing to process improvements, product enhancements, and operational policies.
• Demonstrate strong written, verbal, and presentation skills with proficiency in Microsoft Office applications to communicate effectively with clients and internal teams.
• Operate within a 1st shift schedule in Norfolk, VA, with full-time regular employment status.

🎯 Requirements

• Bachelor’s degree in business, accounting, finance, banking, or equivalent financial services experience and related training
• Minimum of five years of financial services experience working with clients in banking, investments, and/or retail lending, or one year as a financial client relationship manager
• Active and maintained Securities Industry Essentials (SIE), FINRA Series 7, Series 66 (or 63 and 65), and applicable insurance licenses (Life, Health, Variable), obtainable within 100–150 days of hire
• SAFE Mortgage Licensing Act compliance with registration completed within 30 days of employment
• Strong interpersonal, sales, and relationship management skills
• Proficiency in Microsoft Office software and ability to use bank contact management systems

🏖️ Benefits

• Annual base salary range of $84,000–$110,000 depending on role level (Premier Advisor or Premier Advisor II)
• Additional incentive pay available based on performance
• Medical, dental, vision, life insurance, disability, and accidental death and dismemberment coverage
• 401(k) plan with employer contribution, tax-preferred savings accounts, and potential eligibility for defined benefit pension plan, restricted stock units, or deferred compensation
• Minimum of 10 days of vacation (prorated) and 10 sick days (prorated) per year, plus paid holidays
• Eligibility for benefits for employees working 20+ hours per week

Skills & Technologies

Onsite

$84k-105k

Degree Required

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Truist Financial Corporation

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About Truist Financial Corporation

Truist Financial Corporation is a U.S. bank holding company formed in 2019 through the merger of BB&T and SunTrust. It operates more than 2,000 branches across 15 states and Washington, D.C., offering retail and commercial banking, mortgage, wealth management, insurance, and investment services. Headquartered in Charlotte, North Carolina, Truist serves approximately 10 million consumer and business clients and is one of the largest financial services organizations in the United States by assets.

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