Wealth & Investment Advisor

SouthState Bank, N.A.; Arvada (CO); On-site; USD 70,000 - 120,000; Full time

Job summary

SouthState Bank, N.A. is seeking a Financial Consultant to support investment services, grow assets, and service existing and prospective client relationships within the bank's territory. The role requires active FINRA licensing and strong relationship management skills.

The position emphasizes growth through prospecting, collaboration with branch personnel, and delivering tailored financial solutions in a regulated broker/dealer environment.

Qualifications

• Five to seven years investment services experience preferred.
• FINRA licenses 6, 63, 65, 7 required; background check with satisfactory FINRA record.

Responsibilities

• Support financial consultants' bank territory in growth, development, and servicing of investment clients.
• Grow assets under management and manage a book of assets.
• Prospect within and outside the institution to bring in new client relationships.
• Engage with clients to understand needs and offer solutions.
• Manage appointments and referrals and assist in servicing relationships.

Skills

Financial advisory

Relationship management

Communication

Prospecting

Education

Bachelor's degree or equivalent

FINRA licenses 6, 63, 65, 7

Tools

Broker/dealer systems

Excel

Word

Job description

SouthState Bank, N.A. is seeking a Financial Consultant to support investment services, grow assets, and service existing and prospective client relationships within the bank's territory. The role requires active FINRA licensing and strong relationship management skills.

The position emphasizes growth through prospecting, collaboration with branch personnel, and delivering tailored financial solutions in a regulated broker/dealer environment.