Associate Financial Advisor - SouthState Bank
Core
Associate Financial Advisor providing investment solutions to bank clients through SouthState Bank's Investment Program.
Role type
Associate Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base using bank referrals, create client-specific investment solutions, support clients in every stage of their financial life
Seniority
Mid-level IC
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
