Associate Financial Advisor - SouthState Bank

LPL Financial; Ocala (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

LPL Financial partners with banks to deliver a full suite of financial services. This opportunity at SouthState Bank in Ocala, FL enables you to join the Investment Program as an Associate Financial Advisor affiliated with LPL Financial. Under this model, associates are not employees of LPL.

You will help clients in every stage of their financial life, grow your client base, and access a broad, open-architecture platform with thousands of investment products and robust back-office support.

Qualifications

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Help clients achieve financial goals through investment strategies within the SouthState Bank/LPL Financial partnership.
• Build a client base using the bank's referral network and existing client relationships.
• Develop client solutions using a broad suite of investment products with no proprietary constraints.

Skills

Series 7 and 66

Insurance license

Investment sales experience

Job description

Your career path should lead to real opportunity

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. This position will offer:

• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

Your partnership includes:

• Access to our 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

Whatever your vision of success, we’re with you every step of the way.

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Pay Range:60000 - 120000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.