About this role
Sr Regional Wealth Advisor at Southstatebank. Location: United States or United States. Role: managing relationships, driving growth, mentoring staff Requirements: Bachelor’s degree and/or equivalent experience; 10+ years wealth management; strong communication; MBA/JD/CTFA/CFP/CPA preferred. Category: Finance and Accounting Seniority: Senior Level Tools: PC Navigator, Salesforce, FiTek, Microsoft Word, Microsoft Excel, PowerPoint Certifications: cfp, cpa, ctfa, jd Commitment: Full Time Workplace: Hybrid Languages: English