Senior Wealth Planner Private Clients
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
South State Bank seeks a Wealth Planning Advisor to prepare comprehensive financial plans for private wealth clients, gathering data, analyzing financial conditions, and developing recommendations.
You will develop tailored strategies and engage in client discussions to educate clients about asset management and bank services, aiming to grow revenue. Proficiency with eMoney is required to produce plans.
Our team is growing, and we are hiring a Senior Wealth Planner for Private Clients in Charleston, SC, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Planner for Private Clients role in the description above.
We appreciate your interest in this position.
Join South State Bank and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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