UNKNOWN

FEED

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, youll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)Please review the following job description: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 de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.<ol><li>Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.</li><li>Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.</li><li>Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).</li><li>Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the banks contact management system.</li><li>Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners.</li><li>Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.</li><li>Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.</li><li>Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.</li></ol>QUALIFICATIONSRequired Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ol><li>Bachelors degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.</li><li>Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one year's experience in a financial client relationship manager role.</li><li>Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.</li><li>A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.</li><li>Strong interpersonal, sales and relationship management skills.</li><li>Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.</li></ol>Preferred Qualifications:<ol><li>Master's degree in business, accounting, finance, or banking</li><li>Mass Affluent Banking experience</li><li>Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®</li><li>Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School</li></ol>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.EEO is the Law E-Verify IER Right to Work

Truist Financial Corp

Virtual Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL

Accidental Death and Dismemberment (AD&D)

Accounting

Accounting Certifications

Asset Management

Bank Management

Banking Services

Business Development

Certified Financial Planner (CFP)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Chartered Retirement Planning Counselor (CRPC)

Compensation and Benefits

Consumer Loans

Contact Management

Customer Acquisition

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Customer/Consumer Behavior

Develop and Maintain Customers

Disability Insurance

English Language

Finance

Financial Analysis

Financial Planning

Financial Services

Financial Trend Analysis

Insurance

Interpersonal Skills

Investment Management

Investment Services

Leadership

Legal

Life Insurance

Market Segmentation

Market Trend Analysis

Mortgage

Operations Processes

Product Marketing

Profit & Loss

Public Accounting

Public/Media/Press/Analyst Relations

Regulatory Compliance

Relationship Management

Retail

Retail Banking

Revenue Growth

Sales

Sales Management

Sales Pipeline

Sales Support

Securities

Series 6

Underwriting

Vision Plan

FULL_TIME

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

YEAR

DescriptionJob Description:Title: Senior Financial AnalystWork Mode: Fully remote| Location/Supporting: Longwood, FL office | Experience: Previous experience working in the insurance industry. Bachelor's degree required. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations  About the Role: The Senior Financial Analyst partners closely with division sales and service leadership to provide comprehensive financial analysis and reporting support. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews. The Senior Financial Analyst plays a critical role in translating financial data into actionable insights that drive informed decision‑making and divisional performance.  Key Responsibilities:<ul><li>Financial Partnership: Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions.</li><li>Budgeting & Forecasting: Facilitate the annual budgeting process and support periodic forecasting efforts for the division.</li><li>Variance Analysis: Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders.</li><li>Investment Analysis: Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives.</li><li>Revenue Performance Tracking: Monitor and report revenue performance of significant accounts, including analysis of trends and risks.</li><li>Payroll & Expense Monitoring: Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.</li><li>Monthly Financial Reviews: Prepare materials and conduct monthly financial review meetings with sales and service leadership.</li><li>Financial Commentary & Reporting: Develop and distribute monthly financial reports and commentary summarizing performance and key drivers.</li><li>Book of Business Analytics: Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning.</li><li>KPI Reporting: Deliver divisional KPI results and insights to monitor performance against goals.</li><li>Professional Development: Continuously improve professional skills by participating in internal/external development opportunities.</li><li>Champion IOA Values: Demonstrate integrity and leadership.</li></ul>Ideal Candidate Qualifications:<ul><li>Bachelor’s degree in Finance, Business Administration, or a related analytical field</li><li>Minimum of three (3) years of financial analysis experience</li><li>Prior finance experience in the insurance industry strongly preferred</li><li>Advanced proficiency in Microsoft Excel</li><li>Experience integrating data into reporting and analytics platforms (Power BI preferred)</li><li>Strong analytical, research, and problem‑solving skills</li><li>Excellent organizational, prioritization, and multi‑tasking abilities</li><li>Outstanding verbal and written communication skills</li><li>Ability to manage large volumes of work independently with accuracy and attention to detail  </li></ul>What We Offer:<ul><li>Competitive salaries and bonus potential</li><li>Company-paid health insurance</li><li>Paid holidays, vacations, and sick time</li><li>401K with employer match</li><li>Professional growth and career progression opportunities</li><li>Respectful culture and work/family life balance</li><li>Community service commitment</li><li>Supportive teammates and a rewarding work environment</li></ul> What to Expect (Application Process):<ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>Salary RangeThe expected pay range for this position is $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Summary The Senior Financial Analyst will work closely with sales and service leadership to be responsible for, and have an in-depth understanding, of all financial activity within their Division. Including but not limited to coordinating the annual budget, month end analysis and reporting, tracking book of business statistics, and conducting monthly business reviews.

Investment Jobs in Daytona Beach, FL

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Investment Jobs in Daytona Beach, FL

Virtual Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL Truist Financial Corp

Senior Financial Analyst (Insurance experience) Insurance Office of America

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