Virtual Premier Advisor

Truist

Serve as primary relationship manager for a portfolio of mass affluent clients at Truist. Develop comprehensive client relationships through banking, mortgage, and investment solutions.

Posted 7/3/2026full-timeNorfolk • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $84,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal financial planning, investment management, and relationship management while ensuring compliance with regulatory frameworks. Proven ability to meet revenue growth and retention goals through effective client engagement and service delivery.

Highest-signal resume keywords

Financial Services ExperiencePersonal Financial PlanningInvestment ManagementSecurities Industry Essentials (SIE)FINRA Series 7 and 66 Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Financial PlanningInvestment ManagementAsset AllocationRetail Banking ProductsFinancial Analysis

Soft Skills

Interpersonal SkillsSales SkillsRelationship ManagementWritten CommunicationPresentation Skills

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Securities Industry Essentials (SIE)FINRA Series 7 LicenseFINRA Series 66 License

Industry Keywords

Financial PlanningInvestment TrendsComplianceRegulatory FrameworkClient Retention

About the role

Key responsibilities & impact

Serve as the primary relationship manager for a portfolio of mass affluent clients.
Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services.
Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
Proactively work with the financial advisor on assigned investment accounts.
Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues.
Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
Work within existing audit, compliance and regulatory framework to ensure a compliant portfolio of client relationships.

Requirements

What you’ll need

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.
Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts.
A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses must be active and maintained.
Strong interpersonal, sales and relationship management skills.
Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Benefits

Comp & perks

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays