Hybrid Wealth Planner for Private Clients — Charleston

SouthState Bank, N.A.; Charleston (SC); Hybrid; USD 90,000 - 140,000; Full time

Job summary

The Wealth Planning Advisor at SouthState Bank, N.A. prepares comprehensive financial plans for private wealth clients, gathering data, analyzing financial conditions, and developing recommendations. This hybrid role is based at our Charleston and/or Daniel Island offices.

You will meet with clients to understand goals, enter data into the eMoney software to generate plans, and collaborate with the private wealth team to grow and retain clients and increase revenue.

Qualifications

• Bachelor's degree or higher in a relevant field.
• 5+ years of client-facing financial planning experience.
• Certified Financial Planner, Certified Public Accountant, or Certified Tax Attorney.

Responsibilities

• Participate in face-to-face client discussions to develop strong client relationships and help clients determine financial goals.
• Ability to analyze client financial information and enter data into the eMoney software to produce client financial plans.

Skills

Client relationship management

Financial planning

Data analysis

Communication skills

Education

Bachelor's Degree or higher

Certified Financial Planner

Certified Public Accountant

Certified Tax Attorney

Tools

eMoney software

Job description

The Wealth Planning Advisor at SouthState Bank, N.A. prepares comprehensive financial plans for private wealth clients, gathering data, analyzing financial conditions, and developing recommendations. This hybrid role is based at our Charleston and/or Daniel Island offices.

You will meet with clients to understand goals, enter data into the eMoney software to generate plans, and collaborate with the private wealth team to grow and retain clients and increase revenue.