JOB SUMMARY:
Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000. Proactively provide investment advice including the selection of investment products and comprehensive financial planning.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Sales professional with excellent client management skills, and the ability to consult on a wide range of products and services with a proven track record of success.
- Assertive in asking for business, developing leads, and developing referral sources both internally and externally.
- Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.
- Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain rationale behind the recommendations.
- Understands the importance of comprehensive financial planning in helping clients achieve their long-term financial goals.
- Multi-year approach to building a business.
- Highly self-motivated. Exceptional listener with the ability to tailor recommendation to address client’s needs.
- High level of emotional intelligence. Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients.
- Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION and/or EXPERIENCE:
- Bachelor’s degree or relevant work experience required.
- FINRA Series 7, 66 and Florida Life, Health, and Annuity license required.
- Over 8 years of investment management experience with proven track record of success.
- Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
- Demonstrate strong problem-solving, analytical, and organizational skills.
- Experience with group facilitation, presentations, and public speaking.
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree or relevant work experience
- FINRA Series 7 and Series 66
- Florida Life, Health, and Annuity license
- Over 8 years of investment management experience with proven track record
- Strong written and verbal communication and interpersonal skills; team player
- Strong problem-solving, analytical, and organizational skills
- Experience with group facilitation, presentations, and public speaking
- PC proficiency including Microsoft Office Suite and MGPro Financial Planning software
- Adherence to Seacoast Bank's Code of Conduct and regulatory compliance
Seacoast Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Seacoast Bank and has not been reviewed or approved by Seacoast Bank.
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Leave & Time Off Breadth — Paid holidays, vacation/PTO, and sick leave are part of the package, with bank holidays providing additional time off beyond standard PTO.
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Retirement Support — A 401(k) with company match and profit sharing are offered, alongside an active employee stock purchase plan that broadens long‑term wealth‑building options.
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Wellbeing & Lifestyle Benefits — Medical, dental, vision, wellness program, EAP, flexible spending accounts, tuition reimbursement, and banking‑service perks (e.g., free accounts and safe‑deposit box) round out total compensation beyond base pay.
Seacoast Bank Insights
What We Do
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at 85 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending. As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits. Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve. Our Four Promises: We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to: 1. Get you comfortable with the right products and the right team to serve you 2. Make your day-to-day banking simple 3. Resolve out-of-the-ordinary items responsively 4. Invest in you and your community Please note: This page is intended to be an informational place for our customers and employees to connect and interact. To ensure that visiting our LinkedIn page is a great experience for everyone, we have a several guidelines that we ask you to follow. The Seacoast Bank Social Media Terms Of Use can be viewed at https://www.seacoastbank.com/agreements-and-disclosures/social-terms.
