Associate Financial Advisor - SouthState Bank
Based in United States
Core
Associate Financial Advisor providing investment and insurance solutions to bank clients through SouthState Bank's Investment Program.
Role type
Associate Financial Advisor (Investment Sales)
Builds
Client financial solutions using an open architecture platform with third-party products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Building client base, leveraging bank referral system
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Support clients in every stage of their financial life, create client-specific solutions, grow business with bank's referral system
Seniority
Mid-level, hands-on IC