Associate Financial Consultant: Growth & Client Impact

SouthState Bank, N.A.; Ocala (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

A financial services company is seeking an Associate Financial Consultant in Ocala, Florida, to enhance client relations and support financial consultants. Responsibilities include assisting in maximizing sales, managing appointments, and providing necessary administrative support. Candidates should possess a High School Diploma, preferably a college degree, and relevant investment services experience along with necessary FINRA licenses. This role requires excellent organizational skills and proficiency in Microsoft Office applications.

Qualifications

• Three to five years previous investment services experience preferred.
• FINRA licenses 6, 63, 65, 7 required.
• Ability to interact professionally with co-workers and customers.

Responsibilities

• Assist financial consultants in maximizing sales results.
• Manage appointment scheduling and referral opportunities.
• Provide administrative and operational support.

Skills

Highly organized

Self-starter

Excellent PC skills

Problem-solving ability

Effective listening

Education

High School Diploma

College Degree

Tools

Microsoft Word

Microsoft Excel

Job description

A financial services company is seeking an Associate Financial Consultant in Ocala, Florida, to enhance client relations and support financial consultants. Responsibilities include assisting in maximizing sales, managing appointments, and providing necessary administrative support. Candidates should possess a High School Diploma, preferably a college degree, and relevant investment services experience along with necessary FINRA licenses. This role requires excellent organizational skills and proficiency in Microsoft Office applications.