Financial Advisor Securities

Southside Bancshares
United States
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Customer relationship building","Communication","Organizational skills","Analytical thinking","Time management"]

Promote and sell non-deposit investment products and services to the public using an integrated marketing approach. Interview and counsel customers to understand financial backgrounds and goals, then develop appropriate investment strategies. Cross-sell bank products, support branch training, maintain confidential customer records, and ensure compliance with NDIP policies and regulations, including BSA/anti-money laundering requirements.

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Southside Bancshares
Southside Bancshares
22 hours ago

Financial Advisor Securities

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Promote and sell non-deposit investment products and services to the public using an integrated marketing approach. Interview and counsel customers to understand financial backgrounds and goals, then develop appropriate investment strategies. Cross-sell bank products, support branch training, maintain confidential customer records, and ensure compliance with NDIP policies and regulations, including BSA/anti-money laundering requirements.
Location: United States
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 for appropriate strategy development
  • •Sell NDIP and services through integrated marketing activities, including branch training, presentations, direct-mail, and follow-up calling
  • •Cross-sell other bank products and services to generate new business for new and existing customers
  • •Maintain customer account information and files in strict confidence, and keep NDIP compliance and confidentiality requirements current
  • •Process new business, complete new business functions, and comply with laws and regulations including BSA/anti-money laundering

Pay and Benefits

Perks:Health InsuranceDentalVision401k

Key Requirements

  • •B.S. degree in Finance, Accounting and/or a related business field and/or 5+ years of related experience
  • •Series 7 and 66 licenses required
  • •Previous sales and service support in a banking environment
  • •Strong interpersonal, written, and verbal communication skills with relationship-building ability
  • •Exceptional organizational, analytical, and critical thinking skills
Education:Bachelor's in Finance, Accounting and/or Business-related field
Skills:Customer relationship buildingCommunicationOrganizational skillsAnalytical thinkingTime management
Licenses:Series 7Series 66
Tech Stack:Word processingSpreadsheetsEmailRecord-keepingDatabase activityPC

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