Senior Wealth Planner for Private Clients

SouthState Bank; Charleston (SC); Hybrid; USD 90,000 - 150,000; Full time

Job summary

SouthState Bank seeks a Wealth Planning Advisor to prepare comprehensive financial plans for private wealth clients, gathering data, analyzing financial conditions, and developing recommendations.

You will develop tailored strategies and engage in client discussions to educate clients about asset management and bank services, aiming to grow revenue. Proficiency with eMoney is required to produce plans.

Qualifications

• Bachelor’s Degree or higher.
• 5+ Years of client facing financial planning experience required.
• Certified Financial Planner, Certified Public Accountant, Certified Tax Attorney

Responsibilities

• Develop tailored strategies to help clients achieve financial goals.
• Lead face-to-face client discussions to build strong client relationships and educate on asset management.
• Enter client financial information into the eMoney software to produce comprehensive financial plans.
• Support growth and retention of private wealth client base.

Skills

Client facing communication

Financial planning

Asset allocation

Investment strategies

Risk management

Education

Bachelor’s Degree or higher

Tools

eMoney software

Job description

SouthState Bank seeks a Wealth Planning Advisor to prepare comprehensive financial plans for private wealth clients, gathering data, analyzing financial conditions, and developing recommendations.

You will develop tailored strategies and engage in client discussions to educate clients about asset management and bank services, aiming to grow revenue. Proficiency with eMoney is required to produce plans.