Wealth Advisor - Growth & Client Relationships (Hybrid)

SouthState Bank, N.A.; Richmond (VA); Remote; USD 36,000 - 85,000; Full time

Job summary

SouthState Bank, N.A. is recruiting for a Financial Consultant to support advisory activities within the investment services arm in the Richmond area. You will help grow assets, service existing relationships, and seek new client opportunities within and outside the bank.

The role requires FINRA licenses 6, 63, 65, 7, strong organizational skills, and the ability to manage a book of assets while building trusted relationships with clients and colleagues.

Qualifications

• Five to seven years investment services experience preferred.
• FINRA licenses 6, 63, 65, 7 required and background check satisfactory.
• Highly organized and a self-starter with strong PC skills (Word/Excel).

Responsibilities

• Support financial consultants' bank territory in growth, development, and servicing of investment clients.
• Manage a book of assets and develop work leads and referrals.
• Proactively service existing and prospective client relationships.
• Prospect inside and outside the financial institution to bring in new client relationships.

Skills

Honesty

Work ethic

Team-oriented

Chemistry

Competence

Education

High School Diploma

College Degree

Tools

Word

Excel

PowerPoint

LPL ClientWorks

PC Navigator

Job description

SouthState Bank, N.A. is recruiting for a Financial Consultant to support advisory activities within the investment services arm in the Richmond area. You will help grow assets, service existing relationships, and seek new client opportunities within and outside the bank.

The role requires FINRA licenses 6, 63, 65, 7, strong organizational skills, and the ability to manage a book of assets while building trusted relationships with clients and colleagues.