Advisor

• 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

Advisor jobs in South Carolina

Wealth Planning Advisor