Yahoo

Sr Regional Wealth Advisor

Yahoo

6 months ago
Onsite
Full Time
Senior
0 applicants
Yahoo
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About this role

The Senior Regional Wealth Advisor at SouthState manages a large and complex client portfolio with expertise in financial and estate planning, investment management, and trust administration. The role involves client relationship management, sales, and leadership within the private wealth group, with an emphasis on fostering long-term client success across multiple markets.

Skills

Qualifications

Bachelor’s Degree10+ years wealth management experienceMBA or JD preferredCFP or CTFA or CPA
Yahoo

About Yahoo

yahoo.com

Industries

Media

Latest news coverage, email, free stock quotes, live scores and video are just the beginning. Discover more every day at Yahoo!

About Yahoo

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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