Remote Investment Advisor — Grow Your Asset Book

SouthState Bank; Dallas (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

SouthState Bank in Dallas, TX seeks an experienced Financial Consultant to support investment clients, grow assets, and service existing relationships. You will work with financial consultants to manage a book of assets and deliver tailored solutions.

The role requires five to seven years in investment services, FINRA licenses 6, 63, 65, 7, strong PC skills, and a professional approach to client service. Travel to meetings may be required; a college degree is preferred.

Qualifications

• Education: High School Diploma, College Degree or equivalent preferred.
• Experience: Five to seven years previous investment services experience preferred.
• Certifications/Specific Knowledge: FINRA licenses 6, 63, 65, 7 required; strong PC skills; ability to interact professionally with colleagues, brokers, referral sources and customers.

Responsibilities

• Maintain responsiveness to customers and grow existing relationships.
• Proactively service existing accounts and prospective client relationships.
• Prospect within and outside the institution to new client relationships.
• Identify client needs and offer appropriate investment solutions.
• Manage appointment and referral opportunities.
• Travel may be required to meetings.

Skills

Relationship management

Communication

Financial advising

Education

High School Diploma, College Degree or equivalent preferred

FINRA licenses 6, 63, 65, 7 required

Tools

Broker/dealer systems

Job description

SouthState Bank in Dallas, TX seeks an experienced Financial Consultant to support investment clients, grow assets, and service existing relationships. You will work with financial consultants to manage a book of assets and deliver tailored solutions.

The role requires five to seven years in investment services, FINRA licenses 6, 63, 65, 7, strong PC skills, and a professional approach to client service. Travel to meetings may be required; a college degree is preferred.