Associate Financial Consultant

SouthState Bank • Zephyrhills, FL

139d

About The Position

The Associate Financial Consultant is responsible for taking ownership and being proactive in servicing existing and prospective client relationships. This role requires a strong understanding of broker/dealer systems, technology, products, and services. The consultant will assist financial consultants in maximizing sales results while minimizing their administrative and operational tasks. Key responsibilities include managing appointments, developing referrals, providing administrative support, and directly assisting clients in their relationships. The position also involves growing an existing book of investment business and completing assigned training within designated time frames.

Requirements

• High School Diploma required; College Degree preferred.
• Three to five years previous investment services experience preferred.
• FINRA licenses 6, 63, 65, 7 required.
• Must be 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 professionally with co-workers, broker/dealer, referral sources, and customers.
• Ability to listen effectively, learn quickly, and prioritize work.
• Ability to work with minimal supervision and shift quickly to new tasks.

Responsibilities

• Take ownership and be proactive in servicing existing and prospective client relationships.
• Assist financial consultants in maximizing sales results while minimizing their administrative and operational tasks.
• Manage, coordinate, and maintain appointment and referral opportunities.
• Provide administrative and operational support to the financial consultant.
• Work directly with clients to assist in servicing their relationships.
• Develop and grow an existing book of investment business.
• Complete assigned training within designated time frames.

What This Job Offers

• Education Level: High school or GED