Premier Advisor - Orlando - Truist Inc

    Truist Inc
    Truist Inc Orlando

    1 week ago

    $104,000 - $145,300 (USD) per year
    Description

    Job Description:

    Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.

    • 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 periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
    • Keep abreast of changing economic, legal, financial planning, investment trends and general market business issues impacting mass affluent clients.

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