Financial Services Representative

1 week ago


Gastonia, United States South State Full time

At SouthState, we are seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in providing financial solutions to individuals, families, and businesses in the Southeast.

Key Responsibilities:

  • Provide support to the financial consultants' assigned bank territory in the growth, development, and servicing of investment clients, as well as managing a book of assets.
  • Be responsive and available to customers and be proactive in servicing of existing relationships and prospective client relationships.
  • Be well-versed in all aspects of broker/dealer systems and technology, products, and services.

Requirements:

  • Five to seven years previous investment services experience preferred.
  • FINRA licenses 6, 63, 65, 7 required.
  • Must satisfy background check that includes satisfactory FINRA record.

Competencies:

  • Character - Must display traits such as honesty, work ethic and team-orientation.
  • Chemistry - Must fit in with the social and cultural values of the institution.
  • Competence - Must have the relevant product knowledge and required skills to execute the business model outlined above.

Training Requirements:

  • Required annual compliance training.
  • New Employee Orientation.
  • PC Navigator.
  • LPL ClientWorks.
  • Word.
  • Excel.
  • PowerPoint.

Physical Demands:

  • Must be able to effectively access and interpret information on computer screens, documents, and reports.

Work Environment:

  • This position is in a private office.
  • Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions.
  • They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot).

Travel:

  • Travel may be required to come to meetings as needed.


  • Gastonia, North Carolina, United States Modern Woodmen of America Full time

    About UsAt Modern Woodmen of America, we've been dedicated to securing futures with financial guidance and products since 1883. Our representatives provide financial products to help members protect their families and their futures.These sales support member benefits and social, educational, and volunteer programs that identify and meet local needs. By...


  • Gastonia, North Carolina, United States Modern Woodmen Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial-minded individual to join our team as a Financial Representative. As a Financial Representative, you will be responsible for delivering personalized investment solutions to help clients work towards their long-term financial goals.Key ResponsibilitiesWork with current or new members to...


  • Gastonia, North Carolina, United States Modern Woodmen of America Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a representative, you will play a critical role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new members to provide them with...


  • Gastonia, North Carolina, United States Modern Woodmen Full time

    About the RoleThe ideal candidate will deliver tailored investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.Key ResponsibilitiesWork with current or new members to provide them with information...


  • Gastonia, United States Modern Woodmen Full time

    About the RoleThe ideal candidate will provide personalized investment solutions to help clients achieve their long-term financial goals. They should be adept at creating financial plans and ensuring the accuracy of information.Key ResponsibilitiesAssist current or potential clients in understanding the financial services available for their familiesNetwork...


  • Gastonia, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with SouthState Bank offers a unique opportunity to join a team dedicated to providing exceptional financial services to clients in every stage of their financial life.Key Benefits:Service an existing...


  • Gastonia, North Carolina, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you achieve your career goals and build a successful business. As a Financial Advisor associated with LPL Financial, you'll have the opportunity to work with a team dedicated to supporting the local community with a comprehensive range of financial services.Key...


  • gastonia, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you· Entrepreneurial mindset· Community oriented· Communication skillsResponsibilities· Work with...


  • Gastonia, North Carolina, United States GSM Services Full time

    About GSM ServicesGSM Services is a leading provider of home and commercial improvement services in the Greater Charlotte area. With a rich history dating back to 1927, we have established a reputation for delivering high-quality services and exceptional customer experiences.Job SummaryWe are seeking a highly skilled and motivated Customer Service...


  • Gastonia, United States CaroMont Health Full time

    The Customer Service Representative is to perform the duties involved in handling a variety of account inquiries from patients, responsible parties, persons representing patients, employees or insurance companies. The Customer Service Representative Customer Service Representative, Customer Service, Representative, Retail, Healthcare, Patient


  • Gastonia, North Carolina, United States CaroMont Health Full time

    Job Summary:At CaroMont Health, we are seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will be responsible for resolving patient responsibility debt incurred at our facilities, including CaroMont Regional Medical Center, CaroMont Medical Group Practices, CaroMont Endoscopy Center, and CaroMont Specialty Surgery.This...


  • Gastonia, North Carolina, United States Asurion Full time

    Job Title: Customer Service RepresentativeLOB: Customer Solutions InStoreSign-On Bonus: $2,500As a Customer Service Representative at Asurion, you will be the face of our company, delivering award-winning, personalized customer experiences. If you enjoy helping people and want to work in an environment where teamwork is valued, this role could be for...


  • Gastonia, North Carolina, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Kings Mtn., we're looking for a talented Customer Service Representative to join our team.Key Responsibilities:Greet customers and provide a positive experienceTake customer orders using our technology and Point of Sales SystemEnsure orders are organized and accurateContribute to a clean and welcoming store...


  • Gastonia, United States CaroMont Health Full time

    Job Summary: The Customer Service Representative is to perform the duties involved in handling a variety of account inquiries from patients, responsible parties, persons representing patients, employees or insurance companies. The Customer Service Representative is expected to handle patient and payor inquiries and requests, assist with patient walk-ins and...


  • Gastonia, North Carolina, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionWe are seeking a skilled Insurance Sales Representative to expand our business by identifying new opportunities and building strong relationships with clients. Your goal will be to formulate strategies to sell insurance, understand customer needs, and provide excellent service.Key Responsibilities:Develop and...


  • Gastonia, United States Truist Financial Corporation Full time

    This is an in-office position. The location is 265 West Franklin Blvd, Gastonia, North Carolina. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development a Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail


  • Gastonia, North Carolina, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Kings Mtn., we're looking for a talented Customer Service Representative to join our team.Key Responsibilities:Greet customers and provide a positive, engaging experience.Take customer orders using our technology and Point of Sales System.Create a great customer experience by cleaning, preparing, and maintaining the...


  • Gastonia, North Carolina, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Pizza LLC, we're looking for a skilled Customer Service Representative to join our team. As a key member of our front-of-house team, you'll be responsible for:Greeting customers and providing them with a positive, engaging experienceTaking customer orders using our Point of Sales SystemCleaning, preparing, and...


  • Gastonia, North Carolina, United States DeZURIK Full time

    Job SummaryDeZURIK is seeking a highly skilled Customer Service Specialist to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our customers and representatives. This role requires strong communication skills, attention to detail, and the ability to work in a...


  • Gastonia, United States GSM Services Full time

    Are you ready to start a career with a great company that will offer you everything you need to reach both your personal and professional goals? Look no further because GSM Services has a great opportunity for a very special person that wants to be a part of a great team that also has a great work environment where you will succeed and grow. We will partner...