Wealth Advisor: Assets & Serve Clients
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Location: Town of Texas
South State Investment Services is seeking a Financial Consultant to support growth, development, and servicing of investment clients within the bank's territory. You will help manage a book of assets and be responsive to customer needs.
You will work with broker/dealer systems and technology, take ownership of tasks, and engage in relationship management to expand client relationships and referrals. Training and compliance are integral to the role.
This role, Wealth Advisor:
Grow Assets & Serve Clients at SSB
002 SOUTHSTATE BANK, NATIONAL ASSOCIATION, could be your next opportunity.
This role is for the Wealth Advisor:
Grow Assets & Serve Clients role at SSB
002 SOUTHSTATE BANK, NATIONAL ASSOCIATION.
We are seeking a motivated Wealth Advisor:
Grow Assets & Serve Clients to join SSB
002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in Town of Texas, WI, United States.
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