Senior Financial Advisor

1 day ago


macon, United States RogueSearch Full time

Senior Financial Advisor


Macon, GA


If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business and be the lead financial advisor for a growth initiative in Macon. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch referral network of local business owners and individuals. Utilize the many resources at this top bank to be a cornerstone of your business for future growth.


Highlights:

  • Run your practice like an independent and own your book
  • Step into an existing book of business and referral network
  • Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves


What you’ll do:

  • Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies
  • Determine specific customer needs and ensure that proper market transactions are executed


Responsibilities:

  • Keep informed of personal investment product market trends, issues, and customer needs
  • Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential.
  • Participate in a customer call program to develop and maintain contacts for the sale of personal investment products to existing and prospective customers.
  • Comply with the rules established by FINRA, Federal bank regulators, and state regulators; maintain up-to-date knowledge regarding changing regulations.
  • Actively upholds the organization's vision, mission, and values, encompassing mutual respect, honoring commitments, working with integrity, and accepting responsibility for one's own actions.
  • Has a strong commitment and dedication to internal and external customer service


What you’ll need:

  • A bachelor’s degree from a four-year college or university and three years of related experience are required. Work-related experience should consist of a personal investment sales background and a proven sales/business development track record. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should apply to the financial investment industry.
  • Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are required.


We offer competitive compensation and an excellent benefits package. If you want to be part of a dynamic and growing banking organization, we would like to hear from you



  • Macon, United States RogueSearch Full time

    Senior Financial AdvisorMacon, GAIf you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business and be the lead financial advisor for a growth initiative in Macon. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch...


  • Macon, Georgia, United States InsideHigherEd Full time

    Job SummaryThe Financial Aid Outreach Advisor will serve as a liaison for first-year students, collaborating with campus partners to extend support for vulnerable students. This role advises students and parents on financial aid availability, eligibility, and application processes via phone and email correspondence.ResponsibilitiesAdministers all aspects of...


  • Macon, Georgia, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesProvide one-on-one financial counseling and education to service members...


  • Macon, Georgia, United States PruittHealth Full time

    Job Summary:As a key member of the PruittHealth team, the Financial Counselor HCC will play a vital role in directing and coordinating administrative and financial services. This includes office, clerical, human resources support, and supportive services. The ideal candidate will have a strong understanding of medical financial concepts, practices, and...


  • Macon, United States Empire Growth Partners Full time

    About the job Financial Representative -Macon, GA Financial Representative As business owners, Financial Representatives at Northwestern Mutual - Macon help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our...


  • Macon, Georgia, United States Cityscape Recruitment Full time

    About Cityscape RecruitmentWe are working with a leading general contracting, construction management, and design/build firm to find an experienced Senior Project Manager.About the OpportunityThe company is seeking a Senior Project Manager to oversee $60 to $80 million of construction annually, managing a team of 6-8 Project Managers. The ideal candidate...


  • Macon, Georgia, United States Atrium Health Full time

    Job Summary:The Senior Staff Accountant at Atrium Health is responsible for preparing and reporting financial data for month-end and year-end closing, analyzing and reconciling bank accounts and general ledger accounts, and billing external agencies for services. This role also involves monitoring and providing monthly reporting for physician loans and...

  • Senior Loan Officer

    1 month ago


    Macon, United States First State Community Bank Full time

    Job DetailsJob Location Macon - Macon, MO Position Type Full Time Job Shift Day Job Category Banking DescriptionSenior Loan OfficerMake a Positive Impact First State is seeking a motivated leader to join our team as Senior Loan Officer. The Senior Loan Officer is responsible for the development and administration of a good, quality loan portfolio consisting...

  • Senior Branch Manager

    1 month ago


    Macon, United States SiteOne Landscape Supply Full time

    Position Overview The Senior Branch Manager is responsible for building a winning team and knowledge base for achieving excellence in all facets of branch operations including inventory management, team development, customer value, and overall financial performance and growth. This role works in collaboration with area leadership to meet or exceed goals...

  • Senior Accountant

    6 months ago


    Macon, United States Quantum Dynamics Full time

    Company Description Quantum Dynamics, Inc. (Quantum) is a Women-Owned, Small Disadvantaged Business that is SBA certified, headquartered in McLean, Virginia. The company is a service oriented firm with a rich corporate history of quality, responsive service and multi-disciplinary staff having the requisite education, specialized training, and experience to...

  • Case Manager

    2 months ago


    Macon, United States Shaker for ChristianaCare Direct Full time

    Case Manager (RN) – Utilization Management – Weekend Incentive Program (WIP)Weekend Shift: Saturday & Sunday (Hours: 7pm-7am) Newark, DEChristiana Care Hospital currently recruiting a Registered Nurse (RN) for our Weekend Incentive Program (WIP) with experience in Utilization Management in an Acute Care Hospital Setting.  The Utilization Management...

  • Senior Estimator

    2 days ago


    Macon, United States Mastec Civil, LLC Full time

    Overview: A professional who has minimum 10 years of estimating experience + minimum 3 years of field experience in Heavy Civil Construction. Also be knowledgeable in contract delivery methods: design-build, design-bid-build, Lump Sum, etc., and contract experience with: FDOT/Turnpike, cities/counties, port authority, and South Florida Water Management...

  • Senior Estimator

    3 weeks ago


    Macon, Georgia, United States Construction Execs Full time

    Job DescriptionWe are seeking a highly skilled Preconstruction Manager to lead our Preconstruction department. The ideal candidate will have a competitive attitude and experience with Hard bids. Our client is a commercial contractor with a strong presence in Middle Georgia, specializing in municipalities, educational, and religious institutions.The...

  • Senior Estimator

    3 days ago


    Macon, United States Mastec Civil, LLC Full time

    Overview: A professional who has minimum 10 years of estimating experience + minimum 3 years of field experience in Heavy Civil Construction. Also be knowledgeable in contract delivery methods: design-build, design-bid-build, Lump Sum, etc., and contract experience with: FDOT/Turnpike, cities/counties, port authority, and South Florida Water Management...


  • macon, United States First Quality Full time

    First Quality was founded in 1989 and has grown to be a global privately held company with over 4,000 employees. Its corporate offices are located in Great Neck, New York, with manufacturing facilities and offices in Pennsylvania, South Carolina, Georgia, and Canada. First Quality is a diversified family of companies manufacturing consumer products ranging...


  • Macon, United States First Quality Full time

    First Quality was founded in 1989 and has grown to be a global privately held company with over 4,000 employees. Its corporate offices are located in Great Neck, New York, with manufacturing facilities and offices in Pennsylvania, South Carolina, Georgia, and Canada. First Quality is a diversified family of companies manufacturing consumer products ranging...


  • macon, United States First Quality Full time

    First Quality was founded in 1989 and has grown to be a global privately held company with over 4,000 employees. Its corporate offices are located in Great Neck, New York, with manufacturing facilities and offices in Pennsylvania, South Carolina, Georgia, and Canada. First Quality is a diversified family of companies manufacturing consumer products ranging...


  • Macon, Georgia, United States Construction Execs Full time

    Job OverviewOur client, a reputable commercial contractor, is seeking a seasoned Preconstruction Manager to lead their department. As a key member of the team, you will be responsible for driving business growth through winning bids and increasing profitability.Key Responsibilities:Develop and execute strategies to increase business revenue and...


  • Macon, Georgia, United States The Rivers Organization Full time

    Job OverviewWe are seeking a highly motivated and results-driven Insurance Benefits Specialist to join our team at The Rivers Organization. As a key member of our team, you will play a critical role in helping working class families achieve their financial goals through our life insurance and health supplemental benefits.Key ResponsibilitiesCustomize benefit...


  • Macon, Georgia, United States United Cerebral Palsy of Georgia Full time

    The Community Living Manager at United Cerebral Palsy of Georgia plays a vital role in supporting individuals with intellectual and developmental disabilities to achieve their full potential.As a key member of our team, you will be responsible for leading and managing a team of Direct Support Professionals, ensuring that our locations and staff operate...