The board
- Hours
- Full time
- Where
- Ocala Silver Springs Boulevard
- Posted
- Sep 2
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose.
What you'd do
- 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.Developmental
- Take an existing book of investment business and grow assets under management.
What they want
- Education: High School Diploma Required, College Degree preferred.
- Experience: Three to five years previous investment services experience preferred. FINRA licenses 6, 63, 65, 7 required.
- Certifications/Specific Knowledge: Must be highly organized and a self-starter, excellent PC skills, including Word and Excel.
- Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner.
- Ability to listen effectively, learn quickly and prioritize work, ability to work with minimal supervision, ability to shift quickly to new tasks when priorities changeTRAINING REQUIREMENTS/CLASSES
- Starts
- 2026-03-20