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Senior Wealth Advisor - Client Growth & Planning
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-08
Listing for:
SSB009 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC is seeking a Wealth Advisor to manage a book of investment management relationships and serve as the primary client contact in Atlanta. You will promote retention and growth, collaborate with the Portfolio Manager on investment objectives, and support new business development within Private Wealth.
The role requires strong communication, financial planning knowledge, and five years of wealth management experience, with the ability to coordinate across
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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