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SouthState Bank · 4 months ago

Associate Financial Consultant

Zephyrhills

Full-time

Onsite

Mid Level

3+ years exp

SouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The Associate Financial Consultant is responsible for servicing existing and prospective client relationships, assisting financial consultants, and ensuring efficient operations. This role involves maximizing sales results, managing appointments, and providing necessary administrative support.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Provides assistance to the financial consultant maximizing sales results while minimizing their time spent on administrative and operational tasks

Is well versed in all broker/dealer technology, compliance, advisory alerts, investment products, services and solutions and be able to assist customers in all aspects of the conduct and servicing of their relationship

Assists the financial consultant with increasing sales and overall productivity

Ensures the efficient ongoing operations of the financial consultant by: Managing, coordinating, and maintaining appointment and referral opportunities, providing assistance in the scheduling of appointments and follow up tickler system for the financial consultant

Assisting in the development of additional referrals through their assigned banking partners

Providing the necessary administrative and operational support to the financial consultant, including processing of all necessary documentation, checks and other relevant documentation

Working directly with clients and assisting clients in the servicing of their relationship

Taking direction, within regulatory limitations, based on FINRA licensure, from the financial consultant in receiving and processing orders with the broker/dealer on behalf of the client

Take an existing book of investment business and grow assets under management

Develop and work leads received from branch personnel

Look for opportunities to increase knowledge; work to increase responsibility; and strive to achieve goals

Complete assigned training and within designated time frame