SouthState Bank
Overview
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
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.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Administrative/Operations 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
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.
Client Service/Fulfillment 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.
Sales 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.
Qualifications, Education, And Certification Requirements Education: Bachelor’s Degree and/or equivalent work experience. Preferred MBA, JD, CTFA, CFP or CPA
Experience: Minimum of ten years wealth management experience
Knowledge: 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 Requirements/Classes
Participates in Wealth Management Continuing Education training courses/seminars. Demonstrates knowledge and skill with PC Navigator, Salesforce, FiTek, Word, Excel, and PowerPoint. New Employee Orientation, continuing education classes on investments, insurance, and other financial services. Continuing training to maintain professional designations.
Physical Demands
Examples: Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
Work Environment
This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
Travel
Travel may be required to attend internal or external meetings as needed.
Equal Opportunity Employer, including disabled/veterans.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales Industries Banking
Referrals increase your chances of interviewing at SouthState Bank by 2x Get notified about new Wealth Management Advisor jobs in
Atlanta, GA .
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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
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.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Administrative/Operations 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
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.
Client Service/Fulfillment 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.
Sales 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.
Qualifications, Education, And Certification Requirements Education: Bachelor’s Degree and/or equivalent work experience. Preferred MBA, JD, CTFA, CFP or CPA
Experience: Minimum of ten years wealth management experience
Knowledge: 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 Requirements/Classes
Participates in Wealth Management Continuing Education training courses/seminars. Demonstrates knowledge and skill with PC Navigator, Salesforce, FiTek, Word, Excel, and PowerPoint. New Employee Orientation, continuing education classes on investments, insurance, and other financial services. Continuing training to maintain professional designations.
Physical Demands
Examples: Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
Work Environment
This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
Travel
Travel may be required to attend internal or external meetings as needed.
Equal Opportunity Employer, including disabled/veterans.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales Industries Banking
Referrals increase your chances of interviewing at SouthState Bank by 2x Get notified about new Wealth Management Advisor jobs in
Atlanta, GA .
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Atlanta
Atlanta, GA $118,688.90 - $168,940 1 month ago
Wealth Management, Chief Investment Officer
Citi Private Bank - UHNW Investment Counselor - Director / MD Atlanta, GA $200,000 - $500,000 2 weeks ago North Atlanta, GA $225,000 - $250,000 3 weeks ago
U.S. Private Bank – Private Banker – Executive Director or Vice President (Atlanta, GA)
Atlanta, GA $65,000 - $100,000 2 weeks ago Atlanta, GA $100,000 - $120,000 1 week ago
Principal, Values Aligned & Sustainable Investments
Atlanta, GA $126,000 - $252,000 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr