Senior Private Wealth Planner — Client-Focused Strategy

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; United States; Hybrid; USD 90,000 - 130,000; Full time

Job summary

SouthState Bank, National Association seeks a Wealth Planning Advisor in Charleston, SC to build comprehensive financial plans for private wealth clients. You will gather data, analyze conditions, and develop recommendations while expanding the client base and retention through tailored financial strategies.

You will meet with clients face-to-face and educate them on asset management and bank services, using eMoney software to produce detailed plans and ensure regulatory compliance.

Qualifications

• Education: Bachelor’s Degree or higher.
• Experience: 5+ years of client facing financial planning experience.
• Certifications/Specific Knowledge: CFP, CPA, Tax Attorney.

Responsibilities

• Participate in face-to-face client discussions to develop strong client relationships.
• Determine clients’ financial goals through discussions and data gathering.
• Educate clients about asset management and bank services to increase revenue.
• Enter client data into eMoney to produce comprehensive financial plans.

Skills

Financial planning

Client relationships

Data analysis

Wealth management

Education

Bachelor’s Degree or higher

Tools

eMoney

Job description

SouthState Bank, National Association seeks a Wealth Planning Advisor in Charleston, SC to build comprehensive financial plans for private wealth clients. You will gather data, analyze conditions, and develop recommendations while expanding the client base and retention through tailored financial strategies.

You will meet with clients face-to-face and educate them on asset management and bank services, using eMoney software to produce detailed plans and ensure regulatory compliance.