Premier Advisor

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Act as the main relationship manager for a portfolio of financially intricate mass affluent client relationships.

• Create new managed client portfolios from scratch.

• Provide banking, mortgage, financial planning, investment, and insurance solutions.

• Utilize the referral network to acquire clients and deliver comprehensive advice.

• Offer ongoing service for fee-income and retail banking products and services.

• Assess clients and evaluate their personal financial planning needs and circumstances.

• Collaborate with financial advisors on investment accounts and asset allocation goals.

• Keep track of economic, legal, financial planning, investment, market, and business trends.

• Achieve revenue growth, profitability, and retention targets through client development and product marketing.

• Maintain sales activities, pipelines, and related data in the contact management system.

• Work together with internal product and service specialists to provide integrated client service.

• Build business relationships with external centers of influence.

• Operate within audit, compliance, and regulatory frameworks.

• Engage in the implementation and development of the Premier Banking program.

⛳️ Requirements

• Bachelor’s degree with a focus on business, accounting, finance, banking, or equivalent financial services experience and related training.

• At least five years of experience in financial services, working with clients in banking, investments, and/or retail lending, or one year of experience in a financial client relationship manager role.

• Advanced understanding of personal financial planning, advisory, insurance, investment management, and asset allocation concepts.

• Knowledge of retail credit and traditional retail bank products for the mass affluent market.

• Active Securities Industry Essentials (SIE), FINRA Series 7, and FINRA Series 66 (or Series 63 and 65 in place of Series 66) licenses, along with applicable Life, Health, and Variable Insurance licenses must be maintained or obtained within 100–150 days of job entry.

• Active FINRA licenses must be transferred within 60 days of job entry.

• Must comply with the SAFE Mortgage Licensing Act within 30 days of employment, including necessary NMLS registration and acceptable background check.

• Excellent interpersonal, sales, and relationship management skills.

• Strong written, verbal, and presentation abilities.

• Proficiency in basic computer applications such as Microsoft Office.

• Fluency in the English language is required.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Accidental death and dismemberment coverage.

• Tax-preferred savings accounts.

• 401k plan.

• A minimum of 10 days of vacation in the first year of employment.

• 10 sick days during the first year of employment.

• Paid holidays.

• Defined benefit pension plan (depending on position and division).

• Restricted stock units (depending on position and division).

• Deferred compensation plan (depending on position and division).