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Wealth Advisor - Client-Focused Investment Strategy
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-13
Listing for:
SouthState Bank
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
The Wealth Advisor at South State Bank will manage a book of investment management relationships with strong emphasis on financial and estate planning, investment management, trust administration and regulatory requirements. You will be the primary contact for clients, driving retention and growth of existing relationships and developing new business.
You will collaborate with Portfolio Managers and Private Wealth teammates to deliver proactive financial solutions while meeting compliance
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