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Financial Consultant

Premier Advisor I or II- Arlington​/Georgetown

Job in Arlington, Arlington County, Virginia, 22201, USA
Listing for: Truist Financial
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

  • K — Special Operations Clinical Psychologist (Dam Neck, VA) in Virginia Beach, VA
  • K — Senior RF Communications Engineer in Chantilly, VA
  • K — Service Management Lead (On Site) in Arlington, VA
  • Premier Advisor I or II — Arlington/Georgetown (Truist Financial)

Company:
Truist Financial

Location:

Arlington, VA

Employment Type:

Full Time

Date Posted: 01/13/2026

Job Categories:
Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology

Premier Advisor I or II – Arlington/Georgetown

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won t receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following 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. In a de novo circumstance, establish a new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. 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.

Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • 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 appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
  • Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
  • Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
  • Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Participate in the sales management process, including the delivery of excellent client service behaviors, support of Truist segmentation models, use of the automated sales process and referral processes and guidelines. Monitor and update sales activity, pipeline and other pertinent information using the bank's contact management system.
  • Establish and maintain excellent working relationships with Truist teammate product and service specialists (Integrated Relationship Management partners) who support client service and development efforts (e.g., banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners.
  • Establish and maintain mutually beneficial business relationships with external centers of influence to enhance business development efforts.
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