Associate Financial Advisor - SouthState Bank
About The Position
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at SouthState Bank in Ocala, FL would allow you to join the Investment Program at SouthState Bank as an Associate Financial Advisor associated with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial. The Investment Program at SouthState Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to SouthState Bank for financial solutions.
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Responsibilities
- Build a strong client base with the Bank’s exceptional referral system
- Find new clients via the bank’s client base
- Create client solutions without proprietary products
- Grow your business with LPL’s combination of tools, technology, and support
- Capitalize on the bank’s reputation and community standing
- Take care of your clients
Benefits
- Access to LPL’s proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
