Hiring: Virtual Premier Advisor - Tampa / St. Petersburg Company: Truist Location: Tampa, FL Job Posted Time: 2026-09-15 11:04:36 Employment Type: Full-time Target Skills & Keywords : Accessibility, CFA, CFP, Financial Planning, Microsoft Office, Segment, Series 7 About the job 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. •Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. •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. •Strong interpersonal, sales and relationship management skills. •Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. •Master’s degree in business, accounting, finance, or banking. •Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. •(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. •Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!