Synovus · 9 hours ago
Financial Advisor
Tallahassee, FL
Full-time
Onsite
Entry, Mid Level
2+ years expSynovus is a financial services company seeking a Financial Advisor to provide investment consultation to clients on various securities. The role involves assisting clients in meeting their financial goals, staying updated on market trends, and collaborating with bank officers to promote investment services.
BankingFinanceFinancial Services
Responsibilities
Assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in equity and debt instruments. Helps to determine proper strategy, based on anticipated needs and risk tolerance. Answers clients concerns and questions. Conducts investment seminars for clients and prospects
Applies current information, along with prior knowledge and experience, to determine the most appropriate investments for each client. Ensures proper account documentation
Stays abreast of market and securities suitable for clients. Reviews research materials and financial news for areas of opportunity and concerns, and advises clients and other key stakeholders as necessary
Consults with officers throughout the bank to bring the above services to our banking customers and to interest their clients in the benefits of doing investment business at the bank. May work directly with retail to support their annuity sales efforts
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion
Performs other related duties as required
Qualification
Required
Bachelor's Degree in a related discipline
2+ years of job-specific experience
Series 7; Series 66 (or both Series 63 and 65) License; Variable Annuity License; State Life, Accident and Sickness License
Excellent communication and interpersonal skills
Broad knowledge of pertinent securities market and investment vehicles, along with the experience and perspective to apply toward the effective management of client assets
Broad knowledge of securities trading patterns and market trends
Proficient using a Personal Computer and related software applications such as Microsoft Office, Internet, and other job specific databases
General knowledge of bank products and services
Preferred
ChFC and/or CFP certifications
Company
Synovus
Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.
5001-10000 employees
H1B Sponsorship
Synovus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (1)
2022 (2)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M
Leadership Team
Anne Fortner
Chief Credit Officer
Blake Thrasher
Market President
Recent News
Benzinga.com
2025-12-25
2025-12-24
2025-12-24
Company data provided by crunchbase