Southside Bancshares

2 months ago

Financial Advisor Securities

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Promote and sell non-deposit investment products (NDIP) and related services to clients through an integrated marketing approach. Build relationships via branch training, presentations, direct-mail programs, follow-up calling, and other client contact. Counsel customers to gather financial background and goals to support appropriate investment strategies, while staying current on NDIP and bank policy and cross-selling other bank products and services.

Location: Austin

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Interview and counsel customers to gather financial background and investment goals used to develop customer profiles and support investment strategy decisions.
•Promote NDIP products and services through integrated marketing activities including branch training, presentations, direct mail, follow-up calling, and other client contacts.
•Cross-sell other bank products and services to generate new business from new and existing customers.
•Process new business, open customer accounts, and maintain customer files and records in accordance with OSJ requirements while preparing required reports.
•Maintain strict confidentiality of customer account and bank information and stay current on NDIP and bank changes, compliance manuals, and communications.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsurancePaid HolidaysWellness Stipend

Key Requirements

•B.S. degree in Finance, Accounting, and/or Business-related field and/or 5+ years related experience.
•Series 7 and 66 licenses required.
•Strong interpersonal, written, and verbal communication skills with an exceptional client service orientation.
•Exceptional organizational, analytical, and critical thinking capabilities with strong project management skills.
•Previous sales and service support in a banking environment; ability to build relationships with customers and bank personnel.

Experience:BankingInvestmentsFinancial servicesSales

Education:Bachelor's in Finance, Accounting and/or Business-related field

Skills:Interpersonal skillsCommunicationOrganizational skillsAnalytical thinkingRelationship building

Licenses:Series 7Series 66

Company Brief

Southside Bancshares

Bank holding company operating Southside Bank, offering commercial and retail banking services, treasury management, lending, wealth management, and related financial products across Texas and surrounding markets.

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Tyler, United States

Founded: 1960

Website

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Southside Bancshares

2 months ago

Financial Advisor Securities

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Austin

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Interview and counsel customers to gather financial background and investment goals used to develop customer profiles and support investment strategy decisions.
•Promote NDIP products and services through integrated marketing activities including branch training, presentations, direct mail, follow-up calling, and other client contacts.
•Cross-sell other bank products and services to generate new business from new and existing customers.
•Process new business, open customer accounts, and maintain customer files and records in accordance with OSJ requirements while preparing required reports.
•Maintain strict confidentiality of customer account and bank information and stay current on NDIP and bank changes, compliance manuals, and communications.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsurancePaid HolidaysWellness Stipend

Key Requirements

•B.S. degree in Finance, Accounting, and/or Business-related field and/or 5+ years related experience.
•Series 7 and 66 licenses required.
•Strong interpersonal, written, and verbal communication skills with an exceptional client service orientation.
•Exceptional organizational, analytical, and critical thinking capabilities with strong project management skills.
•Previous sales and service support in a banking environment; ability to build relationships with customers and bank personnel.

Experience:BankingInvestmentsFinancial servicesSales

Education:Bachelor's in Finance, Accounting and/or Business-related field

Skills:Interpersonal skillsCommunicationOrganizational skillsAnalytical thinkingRelationship building

Licenses:Series 7Series 66

Company Brief

Southside Bancshares

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Tyler, United States

Founded: 1960

Website