Wealth & Investment Consultant: Grow Assets & Relationships

SouthState Bank, N.A.; Dallas (TX); In loco; USD 70.000 - 120.000; Tempo pieno

Descrizione del lavoro

SouthState Bank, N.A. in Dallas seeks an experienced Financial Consultant to grow and service investment clients within the bank's territory, leveraging broker/dealer products and advisory solutions.

You will prospect inside and outside the institution, build relationships, and help clients plan for retirement, education funding, and wealth management, while maintaining compliance and strong client service.

Competenze

• Education: High School Diploma, College Degree or equivalent preferred.
• Experience: Five to seven years previous investment services experience preferred.
• FINRA licenses 6, 63, 65, 7 required and background check.
• Must possess ability to identify, research and solve problems quickly and accurately.
• Strong communication and professional interaction with co-workers, broker/dealer, referral sources and customers.

Mansioni

• Provide support to the financial consultants' assigned bank territory in growth, development, and servicing of investment clients.
• Be responsive and available to customers and proactive in servicing existing and prospective relationships.
• Manage tasks and challenges in the operation of the position.
• Prospect within and outside the institution to bring in new customer relationships.
• Establish and nurture relationships, identify client needs, and offer appropriate solutions.

Conoscenze

Customer service

Relationship management

Financial products knowledge

Broker/dealer systems

Prospecting

Formazione

FINRA licenses 6/63/65/7

High School Diploma

College Degree or equivalent preferred

Strumenti

Word

Excel

PowerPoint

Broker/dealer systems

Descrizione del lavoro

SouthState Bank, N.A. in Dallas seeks an experienced Financial Consultant to grow and service investment clients within the bank's territory, leveraging broker/dealer products and advisory solutions.

You will prospect inside and outside the institution, build relationships, and help clients plan for retirement, education funding, and wealth management, while maintaining compliance and strong client service.