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Remote Investment Advisor — Grow Your Asset Book

Remote / Online - Candidates ideally in
Dallas, Gaston County, North Carolina, 28034, USA
Listing for: SouthState Bank
Remote/Work from Home position
Listed on 2026-08-17
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Location: Dallas

South State Bank in Dallas, TX seeks an experienced Financial Consultant to support investment clients, grow assets, and service existing relationships. You will work with financial consultants to manage a book of assets and deliver tailored solutions.

The role requires five to seven years in investment services, FINRA licenses 6, 63, 65, 7, strong PC skills, and a professional approach to client service. Travel to meetings may be required; a college degree is preferred.

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