Mass Affluent Relationship Advisor

Cooper Lighting Solutions; Atlanta (GA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical and dental insurance

401k plan

Paid vacation and sick days

Job summary

Cooper Lighting Solutions is seeking a Relationship Manager in Atlanta, GA to serve as the primary contact for a portfolio of mass affluent clients. In this role, you will deliver personalized banking and financial services, ensuring high client satisfaction and managing ongoing client relationships.

The ideal candidate must have a degree in finance or a related field, five years of experience in financial services, and the required licenses. Join us to enhance our client offerings and elevate client interaction.

Qualifications

• Minimum five years of financial services experience with mass affluent clients.
• Advanced knowledge of personal financial planning, investment management, and retail banking products.
• Active and maintained Securities Industry Essentials (SIE), FINRA Series 7, 66, and applicable Insurance licenses.

Responsibilities

• Manage a portfolio of mass affluent clients and deliver banking products.
• Develop and deepen client relationships using sound financial advice.
• Work with financial advisors to meet investment goals.

Skills

Interpersonal skills

Sales skills

Relationship management skills

Presentation skills

Written communication skills

Verbal communication skills

Education

Bachelor's degree in business, accounting, finance, or equivalent

Master’s degree preferred

Tools

Microsoft Office

Job description

Cooper Lighting Solutions is seeking a Relationship Manager in Atlanta, GA to serve as the primary contact for a portfolio of mass affluent clients. In this role, you will deliver personalized banking and financial services, ensuring high client satisfaction and managing ongoing client relationships.

The ideal candidate must have a degree in finance or a related field, five years of experience in financial services, and the required licenses. Join us to enhance our client offerings and elevate client interaction.