Associate Financial Consultant

South State Bank • Zephyrhills, FL

137d

About The Position

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Requirements

• High School Diploma required; College Degree preferred.
• Three to five years previous investment services experience preferred.
• FINRA licenses 6, 63, 65, 7 required.
• Highly organized and a self-starter.
• Excellent PC skills, including Word and Excel.
• Ability to identify, research, and solve problems quickly and accurately.
• Ability to interact with co-workers, broker/dealer, referral sources, and customers in a highly professional manner.
• Ability to listen effectively, learn quickly, and prioritize work.
• Ability to work with minimal supervision and shift quickly to new tasks when priorities change.

Responsibilities

• Take ownership and be proactive in servicing existing and prospective client relationships.
• Assist the financial consultant in maximizing sales results while minimizing their time spent on administrative and operational tasks.
• Be well versed in all broker/dealer technology, compliance, advisory alerts, investment products, services, and solutions.
• Manage, coordinate, and maintain appointment and referral opportunities for the financial consultant.
• Assist in the development of additional referrals through assigned banking partners.
• Provide necessary administrative and operational support to the financial consultant, including processing documentation.
• Work directly with clients and assist them in servicing their relationship.
• Take direction from the financial consultant in receiving and processing orders with the broker/dealer on behalf of the client.
• Grow assets under management from an existing book of investment business.
• Develop and work leads received from branch personnel.
• Complete assigned training within designated time frame.

What This Job Offers

• Education Level: High school or GED