Private Wealth Planner | Client‑Focused Financial Strategy
Charleston, Charleston County, South Carolina, 29408, USA
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
South State Bank in Charleston, SC is seeking a Wealth Planning Advisor to develop comprehensive financial plans for private wealth clients, gathering data, analyzing conditions, and delivering tailored recommendations.
The role emphasizes strong client relationships, use of financial planning tools, and collaboration with the private wealth team; travel may be required, and some work from home is possible.
Join us at South State Bank as our next Private Wealth Planner | Client‑Focused Financial Strategy in Charleston, SC, United States.
The position is based in Charleston, SC, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 85..
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 Private Wealth Planner | Client‑Focused Financial Strategy role in the description above.
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