Financial Advisor

Southern Financial Advisors, a division of Southern Bank and in partnership with Ameriprise, is seeking an experienced and driven Financial Advisor to help our clients achieve their financial goals. This role blends relationship-building with strategic financial planning, offering a unique opportunity to serve both consumer and business banking customers.

If you have 5+ years of experience as a Financial Advisor, a portable book of business, and a passion for helping clients thrive, we’d love to connect. Southern Bank offers a competitive transition and compensation package and a collaborative environment where your success is our priority.

If you’re ready to take your advisory career to the next level with a community-focused bank that values integrity, innovation, and impact—apply today.

PRIMARY PURPOSE OF JOB

The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client’s circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning. 

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members exhibit Southern Bank’s values, which can be remembered with the acronym FIRSTS. We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank’s values.
  • We act as a FAMILY – We know we’re not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day.
  • We move with INNOVATION[DW1]  – We push for better ways to solve problems. We are not afraid of a challenge; we’re driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles.
  • We are ROOTED – We’re from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we’ve known people our whole lives.
  • We prioritize SERVICE – We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities.
  • We build TRUST – We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what’s best for our team members, our customers, and our communities, and they can be confident that we are who we say we are.
  • We are a source of STRENGTH – We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us.