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Jobs / Financial Consultant in United States of America
18 days ago
SF
Synovus Financial·18 days ago
18 days ago

Financial Advisor

Jacksonville, United States of AmericaFull-timeMid · 2-5 yearsFinancial Consultant

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Top 10%Top 10%: 43 out of 100

Top 10% of NextRaise users matched against Financial Consultant roles in United States.

Must-have skills for this role

  • finra licensing
  • nmls registration
  • client relationship management
  • credit analysis

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What you'll do

  • Managing a portfolio of clients
  • Developing new business through aggressive solicitation
  • Providing distinctive service
  • Administering loan portfolios
  • Supporting client financial needs

What they're looking for

  • Strong knowledge of banking products
  • Client relationship management experience
  • Experience with loan portfolios
  • FINRA licensing
  • NMLS registration

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Take on the role of Financial Advisor, managing a portfolio of clients and developing new business through aggressive solicitation. Provide distinctive service, administer loan portfolios, and support client financial needs. Ideal for experienced professionals with strong knowledge of banking products and client relationship management.

Skills

  • consumer loan documentation
  • commercial loan documentation
  • credit analysis
  • finra licensing
  • nmls registration
  • loan portfolio management
  • risk rating
  • federal banking regulations
  • state banking regulations
  • loan product knowledge
  • deposit product knowledge
  • investment products knowledge
  • financial planning
  • client relationship management
  • negotiation
  • analytical skills
  • treasury management
  • estate planning
  • cross-selling
  • prospecting
  • leadership
  • interpersonal skills

Company

SF
Synovus Financial
Jacksonville, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Synovus Financial·first seen 22 Sept 2026·last verified 22 Sept 2026·How we source jobs

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