Financial Advisor

United Community; Lawrenceville (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

United Community is seeking a proactive Financial Advisor to expand its client base and deliver comprehensive financial planning and investment management services. You will guide clients in retirement and estate planning, asset allocation, and investment strategies, building lasting relationships.

Requirements include 3+ years in financial planning, Series 63/6 licenses (Series 7 optional), and life/annuities licenses; CFP is a plus.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field; relevant experience may substitute.
• Master's degree is a bonus.

Responsibilities

• Build Relationships: Connect with clients to understand financial needs and goals.
• Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
• Customize Financial Plans: Develop tailored financial plans to help clients reach objectives.
• Monitor Portfolios: Review and adjust client investment portfolios to align with goals.
• Stay Informed: Keep up with industry trends and regulations to offer current advice.

Skills

Relationship building

Analytical thinking

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Master's degree preferred

Tools

Series 63 license

Series 6 license

Series 7 license

State Life and Annuity license

Job description

Overview Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Birmingham/Huntsville, AL, Destin, FL, Fayetteville, GA, Miami, FL, and Orlando, FL. 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.