Key Facts

Remote From:

Georgia (USA), United States

Full time

Expert & Leadership (>10 years)

English

Hard Skills

Estate Planning Retirement Planning Financial Management Investment Account Management Investment Account Management Regulatory Compliance Asset Allocation Financial Management Portfolio Management Customer Relationship Management

Other Skills

•
Communication
•
Analytical Skills
•
Social Skills
•
Problem Solving

Roles & Responsibilities

Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute)
At least 3 years of experience in financial planning and investment management
Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7)
Applicable State Life and Annuity Insurance Licenses

Requirements:

Build relationships with clients to understand their financial needs and goals
Provide expert advice on retirement planning, estate planning, asset allocation, and investment strategies
Customize financial plans by developing and implementing tailored plans to help clients reach their objectives
Monitor portfolios by regularly reviewing and adjusting clients' investment portfolios to ensure alignment with their goals

United Community

About United Community

Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.

Founded: 2018

Company size: 1001 - 5000

Website LinkedIn See all jobs →

Job description

Overview:

Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Brunswick, GA. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.

What You’ll Do:

Build Relationships: Connect with clients to understand their financial needs and goals.
Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
Stay Informed: Keep up with industry trends and regulations to offer the most current advice.

Requirements For Success:

Experience:
- At least 3 years in financial planning and investment management.
- Experience with high net worth clients is a plus.
Education:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- A Master's degree is a bonus.
Required Skills:
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
- Applicable State Life and Annuity Insurance Licenses.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
Preferred Skills:
- Certified Financial Planner (CFP) designation.

Conditions of Employment:

Must be able to pass a criminal background & credit check
This is a full-time, non-remote position

FLSA Status

Exempt

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Pay Range: USD $0.00 - USD $0.00 /Yr.

Ready to apply?

APPLY

Share ·