Financial Advisor Securities
Southside Bancshares
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Written and verbal communication","Organizational skills","Analytical thinking","Client service orientation"]Promote and sell non-deposit investment products (NDIP) and related services through branch training, relationship development, client presentations, direct mail, and follow-up outreach. Counsel customers to gather financial background and investment goals, maintain required customer records and OSJ documentation, and ensure ongoing compliance with NDIP policies, the compliance manual, and regulations including BSA/anti-money laundering requirements.
