Top 25 Personal financial advisors Jobs in Daphne, Al

Financial Consultant
South State Bank —Fairhope, AL
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
Mortgage Loan Officer
Bryant Bank —Daphne, AL
- 5 years
- Bachelor's degree
- Organizational skills
Tax Expert - Local Tax Office
Intuit —Mobile, AL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - On-Site
Intuit —Mobile, AL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local Branch
Intuit —Mobile, AL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Wealth Management Associate
Equitable Advisors —Mobile, AL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Branch Office Administrator
Edward Jones —Gulf Shores, AL
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
6d
Outside Sales Professional - Mobile
Tom James Company —Daphne, AL
- Full-time
- Office
- Business development
- Entry level
- Profit sharing
- Paid training
Quick Apply
Business Lines Senior Territory Manager
Liberty Mutual —Mobile, AL
- $94,000 - $159,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Continuous improvement
- Opportunities for advancement
2d
Production Process Verification (PPV) Leader
Airbus Americas, Inc. —Mobile, AL
- Email
- Office
- Microsoft Office
- 3 years
- Profit sharing
- Paid parental leave
Private Client Banker SB - Carriage Town - New Build - Mobile, AL
JPMorganChase —Mobile, AL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
14d
Outside Sales Professional
Tom James Company —Mobile, AL
- Full-time
- Office
- Business development
- Entry level
- Profit sharing
- Paid training
Quick Apply
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Daphne, AL
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
Private Client Banker, New Build Airport & Office Park Dr, Mobile, AL
JPMorganChase —Mobile, AL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor, Foley and Daphne, AL
JPMorganChase —Foley, AL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
14d
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

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Financial Consultant

South State Bank -
Fairhope, AL

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Job Details

Full-time

Qualifications

Microsoft PowerPoint
Microsoft Word
Computer operation
Research
Series 7
Financial product expertise
Series 65
Experience practicing in the securities industry
Series 63

Full Job Description

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!

SUMMARY/OBJECTIVES

To follow the policies and procedures of SouthState Investment Services exercising competency, courtesy, and concern for the development of the bank. Provide support to the financial consultants’ assigned bank territory in the growth, development, and servicing of investment clients, as well as managing a book of assets.

ESSENTIAL FUNCTIONS

It is the responsibility of the Financial Consultant to be responsive and available to customers 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.

In general, a Financial Advisors should be able to help meet growing and protecting assets and include the following:

Funding for a more secure retirement

Funding for child’s or grandchild’s educations

Positioning assets for accumulation and distribution needs.

Protection of assets from unexpected / large scale healthcare expense

Assisting with mitigating risk and awareness of market conditions.

The business model the Financial Advisor should use includes the following critical components:

Prospecting within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce them.

Engaging in activities that enable access to those customers who may not frequently use the branch system.

Prospect outside the financial institution to bring in new customer relationships.

Effectively establishing relationships with customers, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchases the solution.

Engage in relationship management activities so that relationships are nurtured and expanded, additional needs are met, and friends and relatives are freely referred.

Managing, coordinating, and maintaining appointment and referral opportunities.

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

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

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

Develop work leads and work referrals and customer introductions 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.

COMPETENCIES

To succeed, the candidate for this role must have the following interpersonal traits:

Character – Must display traits such as honesty, work ethic and team-orientation.

Chemistry – Must fit in with the social and cultural values of the institution.

Competence – Must have the relevant product knowledge and required skills to execute the business model outlined above.

Qualifications, Education, and Certification Requirements

Education: High School Diploma, College Degree or equivalent preferred.

Experience: Five to seven years previous investment services experience preferred. FINRA licenses, 7, 63, and 65 required. Also, must satisfy background check that includes satisfactory FINRA record.

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, PC Navigator, LPL ClientWorks, Word, Excel, and PowerPoint. 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: 457 Magnolia Ave Fairhope, Alabama 36532

Equal Opportunity Employer, including disabled/veterans.

Apply Now

Refine Your Search

personal financial advisors jobs in daphne, al

Financial Consultant

Mortgage Loan Officer

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local Branch

Wealth Management Associate

Branch Office Administrator

Outside Sales Professional - Mobile

Business Lines Senior Territory Manager

Production Process Verification (PPV) Leader

Private Client Banker SB - Carriage Town - New Build - Mobile, AL

Outside Sales Professional

Account Manager - Commercial Insurance (Construction/Contractors)

Private Client Banker, New Build Airport & Office Park Dr, Mobile, AL

Senior Home Lending Advisor, Foley and Daphne, AL

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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