Private Wealth Planner | Client‑Focused Financial Strategy

SouthState Bank; Charleston (SC); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Work from home option

Private office

Job summary

SouthState Bank in Charleston, SC is seeking a Wealth Planning Advisor to develop comprehensive financial plans for private wealth clients, gathering data, analyzing conditions, and delivering tailored recommendations.

The role emphasizes strong client relationships, use of financial planning tools, and collaboration with the private wealth team; travel may be required, and some work from home is possible.

Qualifications

• Bachelor’s degree or higher required.
• 5+ years of client-facing financial planning experience.
• Certifications: CFP, CPA, or Tax Attorney.

Responsibilities

• Develop tailored strategies to help clients achieve financial goals.
• Participate in face-to-face client discussions to build relationships.
• Analyze client financial information and build financial plans using eMoney.

Skills

Financial planning

Client relationship management

Data analysis

Client discussions

Education

Bachelor’s Degree or higher

CFP (Certified Financial Planner)

CPA (Certified Public Accountant)

Tax Attorney certification

Tools

eMoney

Job description

SouthState Bank in Charleston, SC is seeking a Wealth Planning Advisor to develop comprehensive financial plans for private wealth clients, gathering data, analyzing conditions, and delivering tailored recommendations.

The role emphasizes strong client relationships, use of financial planning tools, and collaboration with the private wealth team; travel may be required, and some work from home is possible.