Financial Advisor

United Community Banks Inc.; Greenville (SC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

United Community Banks Inc. in Greenville, SC seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment management services.

You will guide clients on retirement and estate planning, asset allocation, and investment strategies, tailoring plans to individual goals. The role requires 3+ years in financial planning, relevant licenses (Series 63, Series 6, life/annuity), and a willingness to pursue Series 7.

Qualifications

• Bachelor's degree in Finance/Accounting/Economics or related field; relevant experience may substitute.
• Master's degree is a bonus.
• 3+ years in financial planning and investment management; high net worth clients a plus.
• Licensing: Series 63, Uniform Combined State Law, and Series 6; willingness to acquire Series 7; Life and Annuity licenses.
• Strong analytical and problem-solving abilities; excellent communication and interpersonal skills.
• CFP designation preferred.

Responsibilities

• 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.

Skills

Relationship Building

Analytical Thinking

Communication

Interpersonal Skills

Problem Solving

Education

Bachelor's degree in Finance/Accounting/Economics

Master's degree

Tools

Licensing: Series 63

Licensing: Uniform Combined State Law

Licensing: Series 6

Licensing: Series 7 (willingness to acquire)

State Life and Annuity Licenses

Job description

Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Greenville, SC. 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.