Financial Advisor - SouthState Bank

Location: Richmond, VA, United States

Salary: $42,000–$50,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide investment and financial services through bank-affiliated advisor programs. Employment for this role is with SouthState Bank, while hirify.global holds the required securities and insurance licenses.

What you will do

• Service an existing book of business upon hire.
• Build and develop a client base through SouthState Bank’s referral system and client network.
• Serve several branch territories and support clients with significant deposit relationships.
• Create investment and financial solutions tailored to individual client goals without proprietary product restrictions.
• Identify new client opportunities and grow the investment program through the bank’s community presence.
• Use hirify.global’s technology, investment products, tools, and firm-wide resources to support client relationships.

Requirements

• Series 7 and Series 66 licenses are required; Series 63/65 may satisfy the applicable requirement.
• An insurance license is required.
• At least three years of investment sales experience.
• Ability to support clients with financial solutions across different stages of their financial lives.

Culture & Benefits

• Access to proprietary technology and customized advisor services.
• Open-architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to develop client-specific financial solutions.
• Existing bank relationships, branch referrals, and community standing to support business development.
• Sales incentive compensation eligibility in addition to the stated pay range.