Sr Regional Wealth Advisor

South State Bank • Atlanta, GA

119d

About The Position

The Senior Regional Wealth Advisor role requires all of the duties of a wealth advisor. This position is earned by demonstrating successful performance in the wealth advisor role, by successful management of a large and complex book of business, and/or by demonstrating success in the independent acquisition and growth of new client relationships (i.e., not relying on others to assign relationships to the incumbent). This role requires an ability to work successfully across multiple markets, forging relationships with internal and external business partners so as to win and retain client relationships across a wide geographic area. This role demands that the incumbent demonstrate leadership skills and be viewed by peers within the private wealth group as a leader, including training and mentoring less experienced staff, serving as an internal resource regarding wealth management issues, and being a role model for others. The Senior Regional Wealth Advisor is responsible for managing a book of investment management relationships while maintaining high-level knowledge of financial and estate planning, investment management, trust administration and regulatory requirements. This position serves as primary point of contact to clients and promotes retention and growth of existing relationships and the development of new business.

Requirements

• Bachelor’s Degree and/or equivalent work experience.
• Preferred MBA, JD, CTFA, CFP or CPA.
• Minimum of ten years wealth management experience.
• PC proficiency, demonstrated strong communication skills, both oral and written, strong math aptitude.
• Thorough knowledge of the interpretation and practical application of investments and financial and estate planning.

Nice To Haves

• Experience with PC Navigator, Salesforce, FiTek, Word, Excel, and PowerPoint.
• Participation in Wealth Management Continuing Education training courses/seminars.

Responsibilities

• Performs administrative functions in coordination with the Wealth Associate that include account openings, account additions, financial transactions, questions and complaints, asset/cash monitoring, account closing, fee processing, compliance oversight of account, and regulatory reporting.
• Prepares account information with assistance of Wealth Associate for the Management Oversight (MOC) Committee.
• Obtains and maintains current financial information and other critical information necessary to successfully manage relationships.
• Understands the financial, retirement, and estate planning goals of client.
• Works with Portfolio Manager to establish and/or review investment objectives with clients.
• Identifies problems and resolves them effectively and in a timely manner.
• Ensures problem resolution follow-up is performed, especially with the client, if necessary.
• Initiates client contact to provide proactive, value-added client service.
• Provides expert advice/solutions for financial issues and inquiries.
• Works with Private Wealth team on the sale of new business and additions to existing relationships.
• Strives to achieve standard pricing for new and existing relationships.
• Conducts sales presentations and client meetings as appropriate.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree