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. Your future begins here!
ESSENTIAL FUNCTIONS
It is the responsibility of the Associate Financial Consultant to take ownership and be proactive in servicing of existing relationships and prospective client relationships. Must be well versed in all aspects of broker/dealer systems and technology, products, and services. Additional responsibilities include taking ownership of all tasks and challenges that they encounter in the operation of their assigned position.
- 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.
- 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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
- 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 change
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation, continuing education classes on investments, insurance, and other financial services
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
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). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Work Location: 1632 E Silver Springs Blvd Ocala, Florida 34470Equal Opportunity Employer, including disabled/veterans.
Skills Required
- High School Diploma Required, College Degree preferred
- Three to five years previous investment services experience preferred
- FINRA licenses 6, 63, 65, 7 required
- Excellent PC skills, including Word and Excel
- Ability to identify, research and solve problems quickly and accurately
- Ability to interact with co-workers and customers professionally
SouthState Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SouthState Bank and has not been reviewed or approved by SouthState Bank.
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Leave & Time Off Breadth — Paid parental leave, PTO, dedicated volunteer time, and Critical Care Time are prominently included in the package, broadening time‑off support. These offerings help the total rewards feel stronger even when base pay is viewed as average.
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Retirement Support — A 401(k) with company match and Roth/traditional options, and references to an employee stock purchase plan, bolster long‑term financial benefits. Retirement programs are presented as a core strength of the package.
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Wellbeing & Lifestyle Benefits — Wellness programs plus banking product and retailer discounts add lifestyle value beyond core insurance. The breadth of ancillary perks complements standard medical, dental, and vision coverage.
SouthState Bank Insights
What We Do
SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management. Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward. Learn more about how we can help you meet your financial goals at www.southstatebank.com. Member FDIC and Equal Housing Lender
