Financial Consultant Associate

5 days ago


Savannah, Georgia, United States SouthState Bank, N.A. Full time
Job Title: Associate Financial Consultant

SouthState Bank, N.A. is seeking a highly motivated and detail-oriented Associate Financial Consultant to join our team. As a key member of our investment services team, you will be responsible for providing exceptional customer service, managing client relationships, and driving business growth.

Key Responsibilities:
  • Provide proactive support to financial consultants in the growth, development, and servicing of investment clients.
  • Manage a book of assets, including client relationships, sales, and marketing efforts.
  • Assist in the development of new business opportunities through referrals and partnerships.
  • Ensure efficient ongoing operations of the financial consultant, including appointment scheduling, follow-up, and administrative support.
Requirements:
  • High School Diploma required, College Degree preferred.
  • Three to five years of previous investment services experience preferred.
  • FINRA licenses 6, 63, 65, 7 required.
  • Excellent communication, organizational, and problem-solving skills.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

SouthState Bank, N.A. is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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