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Full-time
bachelor degree, postgraduate degree, professional certificate
Strong benefits package
Posted 2d ago
~40 hrs/week
Responsibilities
The Wealth Advisor manages a book of investment relationships while providing expert financial and estate planning advice to clients. They are responsible for driving new business development and ensuring high-level service through proactive client engagement.
Requirements
Candidates must have at least five years of wealth management experience and a Bachelor's degree. Professional designations such as MBA, JD, CTFA, CFP, or CPA are preferred.
Full job description
Private Capital Management, a wholly owned subsidiary of SouthState Bank, is a Colorado based wealth management firm that has been in business for over 25 years. We pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives. With a hybrid schedule and strong benefits package, we strive to make Private Capital Management a great place to work and would love for you to join our talented, growing team!
SUMMARY/OBJECTIVES
The Wealth Advisor is responsible for managing a book of investment management relationships while maintaining high-level knowledge of financial and estate planning, investment management, trust administration and regulatory requirements. This position serves as primary point of contact to clients and promotes retention and growth of existing relationships and the development of new business.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Administrative/Operations
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.
Client Service/Fulfillment
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.
Sales
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.
Qualifications, Education, and Certification Requirements
Education: Bachelor’s Degree and/or equivalent work experience. Preferred MBA, JD, CTFA, CFP or CPA
Experience: Minimum of five years wealth management experience
Knowledge: PC proficiency, demonstrated strong communication skills, both oral and written, strong math aptitude. Thorough knowledge of the interpretation and practical application of investments and financial and estate planning.
TRAINING REQUIREMENTS/CLASSES
Participates in Wealth Management Continuing Education training courses/seminars. Demonstrates knowledge and skill with PC Navigator, Salesforce, FiTek, Word, Excel, and PowerPoint. New Employee Orientation, continuing education classes on investments, insurance, and other financial services. Continuing training to maintain professional designations.
PHYSICAL DEMANDS
Examples: Must be able to effectively access and interpret information on computer screens, documents, and 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.
WORK ENVIRONMENT
This position is in a private office.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They 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 attend internal or external meetings as needed.
Work Location: 3475 Piedmont Rd NE Suite 150 & 1900 Atlanta, Georgia 30305
Equal Opportunity Employer, including disabled/veterans.
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.
As we grow, our experienced bankers are committed to helping our customers find their success while maintaining the integrity of our values: building trust, fostering lasting relationships, and helping communities and businesses thrive.
This is SouthState. This is Banking Forward.
Member FDIC and Equal Housing Lender.
Offices: 1101 First Street South, Winter Haven, Florida 33880, US
Personal BankingBusiness BankingMortgageand Wealth ManagementWealth ManagementFinanceBankingLendingFinancial ServicesReal Estate
How many Administrative jobs are open in Atlanta, GA right now?
There are currently 2,398 open administrative positions in Atlanta, GA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Atlanta, GA?
Companies currently hiring include Emory University Department of Economics, Georgia State University Office of the Provost, Emory Healthcare, Northside Hospital, Piedmont HealthCare, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Atlanta, GA?
Yes — 612 of the 2398 open administrative positions offer remote or hybrid work (197 remote, 415 hybrid).
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