Investment Specialist
Phoenix, AZ · On-site
Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each ...
Investment Specialist
Phoenix, AZ · On-site
Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each ...
Investment Specialist
Phoenix, AZ · On-site
Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each ...
Investment Specialist
Phoenix, AZ · On-site
Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each ...
Investment Specialist
Phoenix, AZ · On-site
Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each ...
Investment Specialist
Phoenix, AZ · On-site
Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing ...
Mass Affluent information
What is a mass affluent?
Mass Affluent professionals typically work in financial services, focusing on clients who have investable assets that are significant but not high enough to qualify as high-net-worth individuals. They develop financial plans, advise on investment strategies, and offer tailored banking products to help these clients grow and manage their wealth. Their goal is to provide personalized service and help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
What skills and qualifications are needed to thrive as a mass affluent relationship manager?
To thrive as a Mass Affluent Relationship Manager, you need a solid background in finance or business, in-depth knowledge of investment products, and relevant certifications such as FINRA Series 7 or CFP. Expertise in CRM platforms, financial planning software, and compliance systems is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust with clients are crucial for success in this role. These skills ensure effective portfolio management, regulatory compliance, and long-term client satisfaction in a competitive financial services environment.
What challenges do mass affluent relationship managers face when working with high-net-worth clients?
Mass Affluent Relationship Managers often encounter the challenge of balancing personalized service with a large client portfolio. High-net-worth clients expect tailored financial advice and proactive communication, which requires staying up-to-date with market trends and regulatory changes. Additionally, managing complex financial products and ensuring compliance with internal and external policies can add to the workload. Effective time management and strong interpersonal skills are essential to succeed in this dynamic environment.
What is the difference between Mass Affluent vs High Net Worth Individual?
| Aspect | Mass Affluent | High Net Worth Individual |
|---|---|---|
| Typical Assets | $100,000 to $1 million in investable assets | $1 million or more in investable assets |
| Work Environment | Financial advisory firms, banks, wealth management | Private banks, family offices, specialized wealth management |
| Credentials | Financial advisors, CFP, CFA often serve both | Same credentials, but clients require more personalized services |
| Industry Usage | Commonly targeted segment in retail banking and wealth management | Exclusive clientele, more personalized and bespoke services |
The main difference between Mass Affluent and High Net Worth Individuals lies in their asset levels and service needs. Mass Affluent clients typically have investable assets between $100,000 and $1 million, while High Net Worth Individuals possess over $1 million. Financial institutions often serve both groups with similar credentials, but the level of personalized service and exclusivity increases with HNW clients.
What are popular job titles related to Mass Affluent jobs in Arizona?
For Mass Affluent jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Mass Affluent jobs in Arizona look for?
The top searched job categories for Mass Affluent jobs in Arizona are:
What cities in Arizona are hiring for Mass Affluent jobs?
Cities in Arizona with the most Mass Affluent job openings:
Full-time
Medical, Life
Re-posted 27 days ago
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
107th of 175 rated banks
Job description
Overview
This position facilitates client relationship development goals through calling efforts. Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution. Partners with internal lines of business to increase new business while serving clients' financial goals and needs.
Responsibilities & Qualifications
Duties & Responsibilities:
Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.
Position Specific Skills:
Knowledge of investment and financial markets
Builds Productive Relationships
Business Development
Client Management
Consultative Selling
Financial Advising
Qualifications:
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets
Additional Information
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
This position facilitates client relationship development goals through calling efforts. Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution. Partners with internal lines of business to increase new business while serving clients' financial goals and needs.
Responsibilities & Qualifications
Duties & Responsibilities:
Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.
Position Specific Skills:
Knowledge of investment and financial markets
Builds Productive Relationships
Business Development
Client Management
Consultative Selling
Financial Advising
Qualifications:
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets
Additional Information
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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