Travel consultant Jobs in Birmingham al

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

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 :

Developmental :

Complete assigned training and within designated time frame.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

Qualifications, Education, and Certification Requirements

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.