Wealth Advisor

Profile

Wealth Advisor

The candidate will be responsible for managing a book of fiduciary/investment management relationships while maintaining knowledge of fiduciary law and regulatory requirements. They serve as primary point of contact to clients and promote retention and growth of existing relationships and the development of new business. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performs administrative functions in coordination with the Wealth Associate that include account opening, account additions, financial transactions, questions and complaints, asset/cash monitoring, account closing, fee processing, compliance oversight of account, discretionary distributions, regulatory reporting, Prepares account information with assistance of Wealth Associate for the AIRC Committee. Understands and follows the fiduciary terms of the agreement(s). Obtains and maintains current fiduciary information and other critical information necessary to successfully manage relationships. Coordinates management of non-financial assets such as real estate. 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 fiduciary problems and inquiries. Works with WMG/TAM team on the sale of new business and additions to existing relationships. Achieves standard pricing for new and existing relationships. Conducts sales presentations and client meetings as appropriate. Handles the administrative details of settling probate estates to ensure accurate and timely distribution of assets to beneficiaries. Ensures timely completion of court filings, creditor’s payments, asset liquidations, and distributions. Coordinates with attorneys or accountants of record to ensure timely and accurate preparation of post-mortem tax plans and determination of payment of personal, estate, and generation-skipping transfer tax liabilities. Proactively controls and minimizes potential risks through knowledge and implementation.

Additional Information

Ref#-PRIVA06081

Company info

South State Bank
25 Bull Street
Savannah
Georgia
United States 31401
Website : https://www.southstatebank.com