Wealth Planning Advisor

SouthState Bank

. Prepare comprehensive financial plans, including data gathering, analysis of financial conditions, and development of recommendations for private wealth clients .

Posted 9/21/2026full-timeDaniel Island • South Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, asset allocation, and investment strategies while effectively building client relationships and developing tailored financial strategies. Proficient in utilizing eMoney software for data analysis and financial plan creation.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementEMoney Software ProficiencyInvestment StrategiesCertified Financial Planner

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisAsset AllocationRisk ManagementData EntryInvestment Strategies

Soft Skills

Client CommunicationRelationship BuildingProblem Solving

Tools & Technologies

EMoney Software

Certifications & Qualifications

Certified Financial PlannerCertified Professional AccountantCertified Tax Attorney

Industry Keywords

Private Wealth ManagementFinancial GoalsClient RetentionAsset Management

About the role

Key responsibilities & impact

Prepare comprehensive financial plans, including data gathering, analysis of financial conditions, and development of recommendations for private wealth clients
Help grow and retain the client base
Work with clients to develop tailored strategies to achieve their financial goals
Participate in face-to-face client discussions individually and with private wealth team members
Build strong client relationships and help clients determine their financial goals
Educate clients about asset management and other bank services to increase revenue
Enter client financial data into eMoney software to produce financial plans
Attend meetings as needed and travel to other locations when required

Requirements

What you’ll need

Bachelor’s Degree or higher
5+ years of client facing financial planning experience required
Strong knowledge of financial planning, asset allocation, investment strategies, and risk management through insurance
Certified Financial Planner, Certified Professional Accountant, Certified Tax Attorney
Ability to analyze client financial information and enter appropriate data into eMoney software
Ability to effectively access and interpret information on computer screens, documents, and reports
Ability to drive a vehicle to and from other locations
Must have a secure home office environment free from background noise and distractions
Must have a reliable private internet connection not supplied by cellular data/hot spot
Cable or fiber internet connections preferred

Benefits

Comp & perks

Ability to work from home on occasion
Secure home office environment and reliable private internet connection for occasional remote work
Required annual compliance training
New Employee Orientation
Continued Education Courses as required by professional designations