Wealth Planning Advisor

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

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Summary/Objectives

It is the responsibility of the Wealth Planning Advisor to prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for private wealth clients. It is also important for the Wealth Planning advisor to help grow and retain our client base.

Essential Functions

The Wealth Planner Advisor works with clients to develop tailored strategies that will help them achieve their unique financial goals.

Responsibilities include the following:

• Participate in face-to-face client discussions individually and with other private wealth team members to develop strong client relationships. Through these discussions help clients determine their financial goals. Use these meetings to educate clients about our asset management and other bank services with a goal to increase revenue.
• Ability to analyze client financial information and enter appropriate data into the eMoney software to produce client financial plans.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

The Wealth Planning Advisor must have strong knowledge in the areas of financial planning, asset allocation, investment strategies and risk management through insurance.

Qualifications, Education, And Certification Requirements

• Education: Bachelor’s Degree or higher
• Experience: 5+ Years of client facing financial planning experience required
• Certifications/Specific Knowledge: Certified Financial Planner, Certified Professional Accountant, Certified Tax Attorney

Training Requirements/Classes

Required annual compliance training; New Employee Orientation; Continued Education Courses as required by professional designations

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position requires the ability to drive a vehicle to and from other locations.

WORK ENVIRONMENT

This position is in a private office. This individual will have the ability to work from home on occasion. Must have a secure home office environment that is free from background noise and distractions. Must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to come to meetings as needed.

Work Location: 46 Broad Street Charleston, South Carolina 29401

Equal Opportunity Employer, including disabled/veterans.