Brunswick Wealth Planner & Investment Advisor

United Community Bank; Kinstle (GA); On-site; USD 50,000 - 80,000; Full time

Job summary

United Community Bank in Kinstle, Georgia is seeking a motivated Financial Advisor to provide comprehensive financial planning and investment management services. Responsibilities include connecting with clients to tailor financial plans, guiding on investment strategy, and regularly monitoring portfolios. The ideal candidate has 3 years of experience, relevant education, and strong analytical skills. Candidates must be licensed or willing to obtain necessary certifications. This is a full-time, non-remote position offering a dynamic work environment.

Qualifications

• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Willingness to acquire Series 7 license.

Responsibilities

• Connect with clients to understand their financial needs and goals.
• Guide clients on retirement planning, estate planning, and investment strategies.
• Develop and implement tailored financial plans.

Skills

Strong analytical and problem-solving abilities

Excellent communication and interpersonal skills

Series 63, Uniform Combined State Law, and Series 6 licenses

Applicable State Life and Annuity Insurance Licenses

Education

Bachelor's degree in Finance, Accounting, Economics, or a related field

Master's degree

Tools

Financial planning tools

Job description

United Community Bank in Kinstle, Georgia is seeking a motivated Financial Advisor to provide comprehensive financial planning and investment management services. Responsibilities include connecting with clients to tailor financial plans, guiding on investment strategy, and regularly monitoring portfolios. The ideal candidate has 3 years of experience, relevant education, and strong analytical skills. Candidates must be licensed or willing to obtain necessary certifications. This is a full-time, non-remote position offering a dynamic work environment.