Wealth Advisor: Asset Growth & Client Relations

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; Arvada (CO); Hybrid; USD 85,000 - 125,000; Full time

Job summary

SouthState Investment Services is seeking a Financial Consultant support specialist to assist financial consultants with growing and servicing investment client relationships. You will focus on maintaining strong client connections, coordinating referrals, and ensuring compliance training is up to date.

The role emphasizes proactive service, asset growth, and collaboration with the branch network while meeting regulatory requirements and contributing to overall client satisfaction.

Qualifications

• Bachelor’s degree or equivalent preferred with 5–7 years investment services experience.
• FINRA licenses 6, 63, 65, 7 required; background check including FINRA record.
• Proficient PC and MS Office skills; able to research and solve problems quickly.
• Ability to listen effectively, learn quickly and prioritize work in a professional manner.

Responsibilities

• Support financial consultants in growth, development, and servicing of investment clients.
• Manage existing relationships and prospect new client relationships.
• Involve in prospecting within and outside the institution to grow assets under management.
• Engage in relationship management to expand referrals and opportunities.
• Complete required compliance training and annual CE for investments and insurance.

Skills

Client relationship management

Investment knowledge

FINRA compliance

Problem solving

Education

High School Diploma

College Degree or equivalent

Tools

LPL ClientWorks

Word

Excel

PowerPoint

Job description

SouthState Investment Services is seeking a Financial Consultant support specialist to assist financial consultants with growing and servicing investment client relationships. You will focus on maintaining strong client connections, coordinating referrals, and ensuring compliance training is up to date.

The role emphasizes proactive service, asset growth, and collaboration with the branch network while meeting regulatory requirements and contributing to overall client satisfaction.