Premier Advisor - Greenville, SC

Serve as the primary relationship manager for a portfolio of financially complex mass affluent clients, developing and deepening relationships through integrated financial planning and retail solutions. You will leverage the Truist referral network to acquire new clients and provide comprehensive advice across banking, mortgage, planning, investments, and insurance services.

• Manage a portfolio of mass affluent clients
• Develop and deepen client relationships
• Provide integrated financial planning and advisory services
• Leverage referral network for client acquisition
• Offer banking, mortgage, investment, and insurance solutions
• Meet revenue growth, profitability, and retention goals

• Must be authorized to work without sponsorship.