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SouthState Bank · 1 day ago

Sr Regional Wealth Advisor

Atlanta, GA

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

SouthState Bank is committed to helping customers move forward and has a strong community presence. The Senior Regional Wealth Advisor will manage a complex book of investment management relationships, foster client relationships, and demonstrate leadership within the private wealth group.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Performs administrative functions in coordination with the Wealth Associate that include: account openings, account additions, financial transactions, questions and complaints, asset/cash monitoring, account closing, fee processing, compliance oversight of account, regulatory reporting, Prepares account information with assistance of Wealth Associate for the Management Oversight (MOC) Committee

Obtains and maintains current financial information and other critical information necessary to successfully manage relationships

Understands the financial, retirement, and estate planning goals of client

Works with Portfolio Manager to establish and/or review investment objectives with clients

Identifies problems and resolves them effectively and in a timely manner. Ensures problem resolution follow-up is performed, especially with the client, if necessary

Initiates client contact to provide proactive, value-added client service

Provides expert advice/solutions for financial issues and inquiries

Works with Private Wealth team on the sale of new business and additions to existing relationships

Strives to achieve standard pricing for new and existing relationships

Conducts sales presentations and client meetings as appropriate

Qualification

Wealth management experienceFinancial planning knowledgeInvestment managementPC proficiencySales presentationsMath aptitudeClient serviceCommunication skillsLeadership skills