Financial Consultant

SouthState Bank • Fairhope, AL

1d • Hybrid

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, College Degree or equivalent preferred.
• Five to seven years previous investment services experience preferred.
• FINRA licenses, 7, 63, and 65 required.
• Must satisfy background check that includes satisfactory FINRA record.
• Must be highly organized and a self-starter.
• Excellent PC skills, including Word and Excel.
• Possess the 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.
• Ability to shift quickly to new tasks when priorities change.
• Honesty, work ethic and team-orientation.
• Fit in with the social and cultural values of the institution.
• Relevant product knowledge and required skills to execute the business model.

Nice To Haves

• College Degree or equivalent preferred.
• Five to seven years previous investment services experience preferred.
• FINRA licenses, 7, 63, and 65 required.

Responsibilities

• Follow the policies and procedures of SouthState Investment Services exercising competency, courtesy, and concern for the development of the bank.
• Provide support to the financial consultants’ assigned bank territory in the growth, development, and servicing of investment clients, as well as managing a book of assets.
• Be responsive and available to customers and be proactive in servicing of existing relationships and prospective client relationships.
• Be well versed in all aspects of broker/dealer systems and technology, products, and services.
• Take ownership of all tasks and challenges that they encounter in the operation of their assigned position.
• Help meet growing and protecting assets including funding for a more secure retirement, funding for child’s or grandchild’s educations, positioning assets for accumulation and distribution needs, protection of assets from unexpected / large scale healthcare expense, and assisting with mitigating risk and awareness of market conditions.
• Prospect within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce them.
• Engage in activities that enable access to those customers who may not frequently use the branch system.
• Prospect outside the financial institution to bring in new customer relationships.
• Effectively establish relationships with customers, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchases the solution.
• Engage in relationship management activities so that relationships are nurtured and expanded, additional needs are met, and friends and relatives are freely referred.
• Manage, coordinate, and maintain appointment and referral opportunities.
• Assist in the development of additional referrals through their assigned banking partners.
• Work directly with clients and assist clients in the servicing of their relationship.
• Take an existing book of investment business and grow assets under management.
• Develop work leads and work referrals and customer introductions received from branch personnel.
• Look for opportunities to increase knowledge; work to increase responsibility; and strive to achieve goals.
• Complete assigned training and within designated time frame.

Benefits

• Annual compliance training
• New Employee Orientation
• PC Navigator
• LPL ClientWorks
• Word
• Excel
• PowerPoint
• Continuing education classes on investments, insurance, and other financial services.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED