The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
It is the responsibility of the Wealth Planning Advisor to prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for private wealth clients. It is also important for the Wealth Planning advisor to help grow and retain our client base.
ESSENTIAL FUNCTIONS
The Wealth Planner Advisor works with clients to develop tailored strategies that will help them achieve their unique financial goals. Responsibilities include the following:
- Participate in face-to-face client discussions individually and with other private wealth team members to develop strong client relationships. Through these discussions help clients determine their financial goals. Use these meetings to educate clients about our asset management and other bank services with a goal to increase revenue.
- Ability to analyze client financial information and enter appropriate data into the eMoney software to produce client financial plans.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
The Wealth Planning Advisor must have strong knowledge in the areas of financial planning, asset allocation, investment strategies and risk management through insurance.
Qualifications, Education, and Certification Requirements
- Education: Bachelor’s Degree or higher
- Experience: 5+ Years of client facing financial planning experience required
- Certifications/Specific Knowledge: Certified Financial Planner, Certified Professional Accountant, Certified Tax Attorney
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training; New Employee Orientation; Continued Education Courses as required by professional designations
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position requires the ability to drive a vehicle to and from other locations.
WORK ENVIRONMENT
This position is in a private office. This individual will have the ability to work from home on occasion. Must have a secure home office environment that is free from background noise and distractions. Must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Work Location: 46 Broad Street Charleston, South Carolina 29401Equal Opportunity Employer, including disabled/veterans.
Skills Required
- Bachelor's degree or higher
- 5+ years of client-facing financial planning experience
- Certified Financial Planner, Certified Professional Accountant, or Certified Tax Attorney certification or knowledge
- Ability to drive a vehicle to and from other locations
- Reliable private internet connection and secure home office environment for occasional remote work
SouthState Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SouthState Bank and has not been reviewed or approved by SouthState Bank.
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Leave & Time Off Breadth — Paid parental leave, PTO, dedicated volunteer time, and Critical Care Time are prominently included in the package, broadening time‑off support. These offerings help the total rewards feel stronger even when base pay is viewed as average.
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Retirement Support — A 401(k) with company match and Roth/traditional options, and references to an employee stock purchase plan, bolster long‑term financial benefits. Retirement programs are presented as a core strength of the package.
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Wellbeing & Lifestyle Benefits — Wellness programs plus banking product and retailer discounts add lifestyle value beyond core insurance. The breadth of ancillary perks complements standard medical, dental, and vision coverage.
SouthState Bank Insights
What We Do
SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management. Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward. Learn more about how we can help you meet your financial goals at www.southstatebank.com. Member FDIC and Equal Housing Lender
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