Truist
Premier Advisor - Chattanooga, TN
Ooltewah, TN · Part-time
Sponsorship not specified$100k-$150kDetected 23 hours ago
AccessibilityBusiness DevelopmentAccountingLeadershipMicrosoft OfficeUnderwritingCFA
> stay_score
odds of building a lasting career here
50Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →> community_outcomes
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About the role
- If you want to apply, click the Apply Now button at the top or bottom of this page.
- If you have a disability and need assistance with the application, you can request a reasonable accommodation.
Requirements
- Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
- Active FINRA licenses must be transferred within 60 days of job entry date.
- Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
- Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.
- The requirements listed below are representative of the knowledge, skill and/or ability required.
- If you already have a profile with us, you can log in to check status.
- Required Qualifications:
- The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role.
- Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
- A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
- Strong interpersonal, sales and relationship management skills.
Nice to have
- Master's degree in business, accounting, finance, or banking.
- Mass Affluent Banking experience.
- Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.
- Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.
- Truist is a Drug Free Workplace.
- EEO is the Law E-Verify IER Right to Work
Compensation
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- For more details on Truist's generous benefit plans, please visit our Benefits site.
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Visa & Work Authorization
- 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 o
This listing is sourced directly from Truist's careers page and normalized into a canonical job model.