Wealth Planning Advisor
About The Position
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.
Requirements
- Bachelor’s Degree or higher
- 5+ Years of client facing financial planning experience required
- Strong knowledge in the areas of financial planning, asset allocation, investment strategies and risk management through insurance.
- Certified Financial Planner, Certified Professional Accountant, Certified Tax Attorney
Responsibilities
- Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for private wealth clients.
- Help grow and retain our client base.
- Work with clients to develop tailored strategies that will help them achieve their unique financial goals.
- 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.
- Analyze client financial information and enter appropriate data into the eMoney software to produce client financial plans.
Benefits
- Required annual compliance training
- New Employee Orientation
- Continued Education Courses as required by professional designations
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What This Job Offers
Job Type
Full-time
Career Level
Senior
