Decatur, Georgia, United States · On-site
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 w…
Skills: Relationship Management, Financial Planning, Investment Management, Asset Allocation, Retail Banking
Atlanta, Georgia, United States · On-site
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 w…
Skills: Equity Trading, Equity Derivatives, OMS/EMS Systems, Pre-trade Analytics, Post-trade Analysis
Albany, Georgia, United States · On-site
$36k–$42k/yr
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Cash Handling, Customer Relationship Management, Digital Banking, Communication Skills, Problem Resolution
Young Harris, Georgia, United States · On-site
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LaGrange, Georgia, United States · On-site
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Atlanta, Georgia, United States · On-site
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Atlanta, Georgia, United States · Hybrid
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Chandler, Arizona, United States · Hybrid
$119k–$224k/yr
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Skills: Consultative Selling, Business Development, Relationship Management, Contract Negotiation, Strategic Partnerships
Brookhaven, Georgia, United States · On-site
Note: If you are CURRENTLY employed at Children's and/or have an active badge or network access, STOP here. Submit your application via Workday using the Career App (Find Jobs). Work Shift Day Work Day(s) Monday, Tuesday…
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Sausalito, California, United States · Hybrid
$105k–$155k/yr
About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We …
Skills: Portfolio Construction, Quantitative Analysis, Excel, Python, SQL
Brookhaven, Georgia, United States · On-site
Overview Northside Hospital is award-winning, state-of-the-art, and continually growing. Constantly expanding the quality and reach of our care to our patients and communities creates even more opportunity for the best h…
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Gainesville, Georgia, United States · On-site
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Chandler, Arizona, United States · Hybrid
$119k–$224k/yr
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Atlanta, Georgia, United States · On-site
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Carrollton, Georgia, United States · On-site
A leader in technology and innovation, Southwire Company, LLC is one of North America’s largest wire and cable producers. Southwire and its subsidiaries manufacture building wire and cable, utility products, metal-clad c…
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Atlanta, Georgia, United States · Hybrid
$152k–$225k/yr
Title: AVP Underwriter-Primary Casualty Company: Everest Insurance Company Job Category: Underwriting Job Description: About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of …
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Augusta, Georgia, United States · On-site
$43k–$60k/yr
If you are a current State of Maine employee, please submit your application through the internal application process using the Find Jobs report in PRISM. Seasonal employees who do not have PRISM access should apply thro…
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Atlanta, Georgia, United States · Remote OK
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Skills: Workers Compensation Adjudication, Claims Management, Settlement Negotiation, Case Investigation, Client Communication
Atlanta, Georgia, United States · On-site
$87k–$115k/yr
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 w…
Skills: Machine Learning, Quantitative Analysis, Project Management, Statistical Modeling, Data Visualization
Griffin, Georgia, United States · On-site
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitiv…
Skills: Loan Sales, Collections, Customer Service, Multitasking, Financial Solutions
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Serve as the primary relationship manager for a portfolio of mass affluent clients, providing integrated financial solutions across banking, investments, and insurance. Drive revenue growth and client retention through proactive financial planning and collaboration with internal product specialists.
Requires a bachelor's degree in a financial field and at least five years of financial services experience or one year as a relationship manager. Must obtain or hold SIE, FINRA Series 7, 66, and applicable insurance and mortgage licenses.
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).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)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.
1. 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.
2. 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.
3. 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 Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to 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.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.
QUALIFICATIONS
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.
1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. 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.
3. 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.
4. 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.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:
1. Master’s degree in business, accounting, finance, or banking.
2. Mass Affluent Banking experience.
3. 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®.
4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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 other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
Based on 1515 listings with disclosed salaries, most finance & accounting jobs in Georgia pay between $65k–$191k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include Truist, Regions Bank, Bank of America, Wells Fargo, MileHigh Adjusters Houston, among others. Browse the listings above to see every active employer.
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