SouthState Bank
The Financial Consultant will support financial consultants in a bank territory by growing and servicing investment client relationships and managing a book of assets. The role involves prospecting, relationship management, and providing investment solutions to meet clients' retirement, education, and asset protection needs while adhering to compliance and training requirements.
Headquarters
Winter Haven, Florida, United States
Company Size
1001-5000 employees
Founded
1934
SouthState is committed to putting our customers first. Today is the day your bank starts working to make things simple for you.
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 SouthState Bank.
SouthState Bank didn’t post a salary, so this is our estimate from similar listings.
30% above the average for this role