Wealth Advisor

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/OBJECTIVESThe 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.ESSENTIAL FUNCTIONSReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Administrative/OperationsPerforms administrative functions in coordination with the Wealth Associate that include:account openingsaccount additionsfinancial transactionsquestions and complaintsasset/cash monitoringaccount closingfee processingcompliance oversight of accountregulatory reportingPrepares 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.Client Service/FulfillmentUnderstands 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.SalesWorks 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.Qualifications, Education, and Certification RequirementsEducation:  Bachelor’s Degree and/or equivalent work experience.  Preferred MBA, JD, CTFA, CFP or CPAExperience:  Minimum of five years wealth management experienceKnowledge: 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.TRAINING ...