Associate Financial Consultant — Client Growth

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; Ocala (FL); Hybrid; USD 50,000 - 70,000; Full time

Job summary

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in Ocala, Florida, is looking for an Associate Financial Consultant. You will take ownership in servicing client relationships and support financial consultants to maximize sales while minimizing their administrative tasks.

The ideal candidate should have 3-5 years of investment services experience and possess necessary FINRA licenses. A secure home office setup for telecommuting roles is required, and travel may be necessary for meetings.

Qualifications

• 3-5 years of previous investment services experience is preferred.
• FINRA licenses 6, 63, 65, and 7 are required.
• Ability to learn quickly and prioritize work effectively.

Responsibilities

• Proactively service existing and prospective client relationships.
• Assist in increasing sales and productivity for financial consultants.
• Support documentation processing and client relationship servicing.

Skills

Organizational skills

Problem-solving

Proficiency in Word and Excel

Client relationship management

Education

High School Diploma

College Degree

Tools

Broker/dealer technology

Job description

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in Ocala, Florida, is looking for an Associate Financial Consultant. You will take ownership in servicing client relationships and support financial consultants to maximize sales while minimizing their administrative tasks.

The ideal candidate should have 3-5 years of investment services experience and possess necessary FINRA licenses. A secure home office setup for telecommuting roles is required, and travel may be necessary for meetings.