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© All Rights Reserved. ApplyBlast.com
Southern Bank and Trust Company
The Financial Advisor role at Southern Bank combines interpersonal skills with Ameriprise resources to help community clients achieve their financial goals through strategic investment consulting. This position involves assessing client circumstances, providing tailored wealth management solutions, and building relationships with affluent and high-net-worth individuals. The advisor is responsible for prospecting new clients, delivering financial planning seminars, and ensuring compliance with industry regulations.
Southern Bank is your trusted financial partner in North Carolina and Virginia. Student, Personal, and Business checking, savings, and mortgages with a southern flair.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Southern Bank and Trust Company.
Southern Bank and Trust Company didn’t post a salary, so this is our estimate from similar listings.
12% above the average for this role