Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Elite Mass Affluent Advisor & Relationship Leader

Truist

Truist seeks a seasoned relationship manager for a mass affluent portfolio, delivering a broad suite of banking, mortgage, planning, investments and insurance solutions. You will use financial planning concepts to deepen client relationships within the Truist footprint and partner with IRM specialists for integrated service. The role requires strong interpersonal and sales skills, a commitment to compliance, and proficiency with MS Office; broker/dealer licenses and insurance credentials are #J-18808-Ljbffr Truist

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Elite Mass Affluent Advisor & Relationship Leader in Atlanta, GA vacancy
  • A financial services company based in Georgia seeks a dedicated individual to serve as the primary relationship manager for mass affluent clients. This role involves developing new client relationships, delivering specialized financial advisory services, and meeting revenue... 
    Suggested

    Truist

    Atlanta, GA
    3 days ago
  • Apella Wealth is seeking a well-supported Wealth Advisor to lead client relationships, providing comprehensive financial advisement in Atlanta, GA. In this role, you'll deliver services across retirement planning, tax planning, and more, while working collaboratively with... 
    Suggested

    Apella Wealth

    Atlanta, GA
    1 day ago
  •  ...modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker - Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their... 
    Suggested
    Full time
    Local area
    Flexible hours

    Regions Bank

    Atlanta, GA
    1 day ago
  • Role, Inc. is seeking a Private Wealth Management Advisor in Atlanta, Georgia, to develop and maintain a portfolio of client relationships within affluent markets. Responsibilities include collaborating with partners to provide wealth management services, managing complex... 
    Suggested

    Role, Inc.

    Atlanta, GA
    5 days ago
  • Northern Trust Corp is seeking a Private Wealth Director in Atlanta, GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The ideal candidate will have 1... 
    Suggested
    Flexible hours

    Northern Trust Corp

    Atlanta, GA
    5 days ago
  • A leading financial institution is seeking a Specialty Finance Advisor Senior to provide expertise in SBA and Commercial Real Estate loans. This role involves working closely with Business Relationship Managers to assess financing needs, structure loans, and maintain client... 

    JPMorgan Chase & Co.

    Atlanta, GA
    4 days ago
  • Overview Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. In a...  ...Proactively work with the financial advisor on assigned investment accounts for adherence... 
    Full time
    Part time
    Work at office

    Truist

    Smyrna, GA
    4 days ago
  •  ...Description Overview Serve as primary relationship manager for a portfolio of financially...  ...client relationships within the defined mass affluent market segment within the Truist footprint...  .... Proactively work with the financial advisor on assigned investment accounts for... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Cooper Lighting Solutions

    Atlanta, GA
    2 days ago
  •  ...to lead its compliance function. This hybrid role involves overseeing core programs like BSA/AML and fraud risk while managing relationships with bank partners and regulators. The ideal candidate will have over 10 years in compliance, strong knowledge of regulatory requirements... 

    PayMitto

    Atlanta, GA
    5 days ago
  • $75k - $125k

     ...engagement or integrated into an existing advisor relationship. This role is ideal for someone...  ...role ~ Experience with the needs to mass affluent and high-net worth families ~ Excellent...  ...for you: Working with an industry leader: Be part of a high-growth firm that is... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Atlanta, GA
    4 days ago
  • Teachers Insurance and Annuity Association of America is seeking a detail-oriented Relationship Manager to support and grow client relationships in their 529 business. This position requires strategic leadership and management of client-related activities while ensuring... 

    Teachers Insurance and Annuity Association of America

    Atlanta, GA
    2 days ago
  • Cooper Lighting Solutions is seeking a Premier Financial Planning Leader to deepen client relationships and enhance teammate skills related to mass affluent clients. The role focuses on managing and preparing financial plans, ensuring compliance, and delivering expert... 

    Cooper Lighting Solutions

    Atlanta, GA
    4 days ago
  •  ...review the following job description: The branch leader has responsibility for managing all aspects of assigned...  ...including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. Drive branch revenue... 
    Full time
    Part time
    Shift work
    Day shift

    Cooper Lighting Solutions

    Atlanta, GA
    1 day ago
  • Citizen Trust Bank in Atlanta, Georgia is seeking a Senior Commercial Relationship Manager to maintain and grow business relationships in the metro area. The ideal candidate will have a background in business development, sales, and customer relations, with at least three... 

    Citizen Trust Bank

    Atlanta, GA
    4 days ago
  • Huntington National Bank seeks a Senior Executive Relationship Manager in Atlanta, GA, to develop upper middle market banking relationships for companies with revenues of $75M and above. The ideal candidate will have over 10 years of banking experience, excellent credit... 
    Work at office
    Remote work
    Flexible hours

    Huntington National Bank

    Atlanta, GA
    3 days ago
  • A leading financial services firm is seeking a Senior Relationship Strategist in Atlanta, GA. This role entails leading client management activities and developing comprehensive relationship strategies to drive business growth. The ideal candidate should have over 8 years... 

    PNC

    Atlanta, GA
    4 days ago
  • Citizens is seeking a Senior Housing Relationship Manager in Atlanta, Georgia, responsible for managing complex commercial relationships in senior housing. This role combines deep sector expertise with bank capabilities to deliver integrated financial solutions. The ideal... 

    Citizens

    Atlanta, GA
    4 days ago
  • McGriff is seeking an Employee Health & Benefits Senior Executive Client Relationship Manager based in Atlanta, GA. This role requires senior-level consulting services related to plan strategy, overseeing plan renewals, and providing industry updates to clients. The ideal... 

    McGriff

    Atlanta, GA
    2 days ago
  • Fifth Third Bank in Atlanta seeks a Commercial Relationship Manager to drive business development and maintain strong client relationships. This role entails managing a significant portfolio and building trusted advisory relationships with top executives. The ideal candidate... 

    Fifth Third

    Atlanta, GA
    3 days ago
  •  ...Overview The Premier Financial Planning Leader is an enabler for deepening client relationships and deepening teammate skills/knowledge relative to mass affluent clients. Responsible for managing...  ...(attorneys, accountants and other advisors). Represent Truist in civic,... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Cooper Lighting Solutions

    Atlanta, GA
    4 days ago
  • Citigroup Inc. is seeking a Relationship Manager to join their Healthcare Industry Vertical within Citi’s Commercial Bank in Atlanta, Georgia. This position involves supporting new business development and managing existing relationships while gaining primary client coverage... 

    Citigroup Inc.

    Atlanta, GA
    2 days ago
  • Canadian Imperial Bank of Commerce (CIBC) seeks a Senior Relationship Manager in Atlanta to oversee a high-net-worth portfolio, grow revenue, and deepen client relationships through wealth advisory services. You will network, deliver tailored investment solutions, and... 

    Canadian Imperial Bank of Commerce

    Atlanta, GA
    2 days ago
  • $120k - $150k

    ## Lead Advisor, Atlanta - KARApplylocations: Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition id: R843Although...  ...the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate... 
    Remote work
    Flexible hours

    Virtus Investment Partners, Inc

    Atlanta, GA
    5 days ago
  • Goldman Sachs is looking for a Private Wealth Advisor in Atlanta to develop client relationships and deliver holistic private wealth management advice. You will utilize your background and entrepreneurial spirit to grow a client base while providing unparalleled service... 

    Goldman Sachs

    Atlanta, GA
    5 days ago
  • J.P. Morgan Chase in Atlanta is seeking a Private Client Advisor to offer comprehensive financial planning and advice to diverse clients. You will build personal relationships, offer tailored investment solutions, and maintain high integrity in client interactions. A valid... 

    Fairygodboss

    Atlanta, GA
    2 days ago
  • A financial services institution is seeking a Private Wealth Management Advisor in Atlanta, Georgia, responsible for developing and maintaining client relationships. This role requires a bachelor’s degree in finance or a related field and five years of experience in the... 

    Regions Bank

    Atlanta, GA
    4 days ago
  • Independent Executive Search Professional seeks a Financial Advisor in Atlanta, Georgia to work with ultra-high-net-worth clients. This...  ...knowledgeable financial guidance and maintaining client relationships. A four-year degree is preferred, and you must be authorized to... 

    Independent Executive Search Professional

    Atlanta, GA
    5 days ago
  • $158.4k - $237.6k

     ...specifically focusing on the Healthcare sector in Atlanta, Georgia. The role includes driving business development and managing key client relationships in medical devices and healthcare services. The ideal candidate will have a strong background in Commercial Banking with over 10... 

    Citibank (Switzerland) AG

    Atlanta, GA
    1 day ago
  • Huntington Bancshares, Inc. is seeking a Sr. Executive Relationship Manager in Atlanta to develop and manage upper middle market banking relationships. The role involves consulting with clients to enhance profitability through loans and treasury management services, while... 
    Work at office
    Remote work

    Huntington Bancshares, Inc.

    Atlanta, GA
    3 days ago
  •  ...team. As part of a commitment to talent development, you will assist clients with account services while building strong customer relationships. The role requires 6+ months of customer interaction experience and a focus on integrity and professionalism in service. Enjoy a... 

    Quality Talent Group

    Austell, GA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elite Mass Affluent Advisor & Relationship Leader. Be the first to apply!