Associate Financial Advisor - SouthState Bank
- Pay
- $60,000 – $120,000 per year
- Location
- Ocala, FL · On-site
- Job type
- Full-time
- Level
- Senior
- Experience
- 3+ years
- Listed
- 16 days ago
Skills & highlights for this role
- Investment sales
- Series 7 license
- Series 66 license
- Insurance license
Also useful
- Financial planning
- Client relationship management
- Business development
- Open architecture investment product knowledge
About the role
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at SouthState Bank in Ocala, FL would allow you to join the Investment Program at SouthState Bank as an Associate Financial Advisor associated with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial.
The Investment Program at SouthState Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to SouthState Bank for financial solutions.
This position will offer: The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients.
Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way.
Pay and benefits
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with SouthState Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank. Tracking # 1-05026674 Pay Range:60000 - 120000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
From LPL Financial's careers page, first listed on Rolev.ai on October 25, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Associate Financial Advisor - SouthState Bank role at LPL Financial?
The Associate Financial Advisor - SouthState Bank posting at LPL Financial states compensation of $60,000 – $120,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on LPL Financial's official career site.
Where is the Associate Financial Advisor - SouthState Bank job at LPL Financial located?
This Associate Financial Advisor - SouthState Bank position at LPL Financial is located in Ocala, FL (On-site). Always check LPL Financial's application page for specific state eligibility or relocation policies.
What qualifications are required for Associate Financial Advisor - SouthState Bank at LPL Financial?
For the Associate Financial Advisor - SouthState Bank role, LPL Financial highlights 3+ years of relevant experience; experience with Investment sales, Series 7 license, Series 66 license, Insurance license. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Associate Financial Advisor - SouthState Bank position at LPL Financial?
This listing links directly to LPL Financial's Workday application page. You can apply directly on LPL Financial's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.