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Rotational Finance Programs Jobs in Georgia (NOW HIRING)

Truist

Financial Analyst

Atlanta, GA · On-site

... finance, analytics, or a related field. Relevant experience may include internships, rotational programs, or academic project work involving financial analysis. 3. Ability to take direction, apply ...

Truist Inc

2027 Credit Program (INTERN CONVERSION)

Atlanta, GA · On-site

$14.50 - $19.25/hr

As a part of this immersive program, you'll dive headfirst into critical work as you rotate through ... You'll also participate in a custom curriculum where you'll deepen your financial services acumen ...

Raymondjames

Financial Advisor Trainee (Macon, GA)

Macon, GA · On-site

$40K - $49K/yr

Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related ... program. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance ...

Raymondjames

Financial Advisor Trainee (Macon, GA)

Macon, GA · On-site

$40K - $49K/yr

Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related ... program. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance ...

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Rotational Finance Programs information

What is a rotational finance program?

Rotational Finance Programs are structured entry-level career development initiatives offered by many companies, primarily designed for recent graduates interested in finance. Participants rotate through various finance-related departments, such as accounting, financial planning, treasury, and audit, over a period of one to three years. This exposure helps participants build a broad skill set, understand different aspects of corporate finance, and identify their areas of interest. These programs often provide mentorship, networking opportunities, and potential fast-tracking into leadership roles after completion.

What are the key skills and qualifications needed to thrive in rotational finance programs, and why are they important?

To thrive in Rotational Finance Programs, you need a strong academic background in finance, accounting, or related fields, along with analytical and quantitative skills. Familiarity with financial modeling software, Excel, and ERP systems like SAP or Oracle is typically required, and relevant internships or certifications (e.g., CFA, CPA) can be advantageous. Strong communication, adaptability, and teamwork skills help you excel when moving between departments and collaborating with diverse teams. These competencies enable participants to quickly learn, add value across business functions, and build a solid foundation for leadership roles in finance.

What are some common challenges participants face in rotational finance programs, and how can they overcome them?

Participants in Rotational Finance Programs often face the challenge of quickly adapting to new teams, functions, and responsibilities every few months. It can also be demanding to manage steep learning curves and maintain strong performance while building relationships across various departments. To overcome these challenges, it's helpful to proactively seek feedback, stay organized, and communicate openly with mentors and colleagues. Building a strong professional network early on and embracing flexibility will also help participants thrive and maximize their learning in each rotation.

What is the difference between Rotational Finance Programs vs Financial Analyst?

AspectRotational Finance ProgramsFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; often pursuing CFA or CPABachelor's degree in finance, accounting, or related field; CFA preferred
Work EnvironmentStructured program with rotations across departments; corporate officesIndividual role within finance department; focused on analysis and reporting
Employer & Industry UsageCommon in large corporations, banks, and consulting firmsWidely used across industries for finance departments

While both roles require finance knowledge and similar credentials, Rotational Finance Programs offer diverse departmental exposure through rotations, whereas Financial Analysts focus on specific financial analysis tasks within a department.

What are popular job titles related to Rotational Finance Programs jobs in Georgia?

For Rotational Finance Programs jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Rotational Finance Programs jobs in Georgia look for?

The top searched job categories for Rotational Finance Programs jobs in Georgia are:

What cities in Georgia are hiring for Rotational Finance Programs jobs?

Cities in Georgia with the most Rotational Finance Programs job openings:

Rotational Finance Programs jobs near you
Infographic showing various Rotational Finance Programs job openings in Georgia as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution.

Financial Advisor Trainee (Macon, GA)

Raymond James Financial, Inc.

Macon, GA • On-site

$40K - $49K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Job Description Summary
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
  • If hired as a team candidate, the team will provide the specific goals and expectations.
  • Meets production targets that impact overall company revenue goals.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Provides a high level of client service.
  • Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
  • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
  • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Opens, transfers, and closes customer accounts.
  • Maintains appropriate account records while monitoring the customer's portfolio.
  • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
  • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
  • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
  • Stays abreast of investment products, industry rules and regulations, and financial planning.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices.
  • Financial markets, banking, and financial data analysis and reporting.
  • Basic principles and methods for showing, promoting, and selling products or services.
  • Firm's working structure, policies, mission, strategies, and compliance guidelines.

Skill in
  • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
  • Identifying the needs of customers through effective questioning and listening techniques.

Ability to
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
  • Continuously learn investment products, industry rules and regulations, and financial planning.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
  • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
  • Establish and maintain effective working relationships with clients and colleagues.
  • Persevere, handle rejection and show resilience during the prospecting and networking process.
  • Network in the community and effectively market him or herself and Raymond James.
  • Demonstrate persistence in the face of obstacles.
  • Accept criticism and deal calmly and effectively in high stress situations.

Education/Previous Experience
  • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
  • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
  • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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