Premier Advisor- Oakton​/Vienna​/McLean

Premier Advisor – Oakton, Vienna, McLean – Truist Financial

Relationship Banker Position – Full Time, Fairfax, VA

• Serve as the primary relationship manager for a portfolio of mass‑affluent clients.
• Sell, deliver, and support a broad range of fee income and retail banking products, including banking, mortgage, planning, investments, and insurance services.
• Establish and update client financial needs and conditions through sound profiling and personal financial planning analysis.
• Maintain current knowledge of economic, legal, and investment trends that impact mass‑affluent clients.
• Meet revenue growth, profitability, and retention goals through new client acquisition and expansion of existing services.
• Collaborate with Integrated Relationship Management (IRM) partners to deliver a seamless, integrated client service model.
• Build mutually beneficial relationships with external centers of influence to enhance business development.
• Operate within the audit, compliance, and regulatory framework to ensure a high quality, compliant client portfolio.
• Participate in the ongoing implementation of the Premier Banking program, including process, product, and policy development.

• Bachelor’s degree in business, accounting, finance, banking, or related field.
• Minimum five years’ financial services experience with banking, investments, and/or retail lending (Retail, Wealth, Advisory) or minimum one year in a financial client‑relationship manager role.
• Advanced knowledge of personal financial planning, advisory, insurance, and investment management concepts for the mass‑affluent market.
• Active FINRA Series 7, Series 66 (or 63 and 65), and applicable insurance licenses (Life, Health, Variable) or must obtain within 100‑150 days of job entry; SAFE Mortgage Licensing Act compliance within 30 days.
• Strong interpersonal, sales, and relationship management skills.
• Strong written, verbal, and presentation skills; proficiency in Microsoft Office.

• Master’s degree in business, accounting, finance, or banking.
• Mass‑affluent banking experience.
• Completion or enrollment in professional certification programs (CFP, CFA, AAMS, CTFA, CLU, CHFC, etc.).
• Completion of a leadership development program or banking school (e.g., Truist Leadership Development Program, Banking School).

Eligible benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Regular teammates receive a minimum of 10 vacation days, 10 sick days, and paid holidays. Additional benefits depend on division and position.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other protected classification. Truist is a Drug‑Free Workplace.

EEO is the Law. E‑Verify. IER Right to Work.