Financial Advisor

United Community; Savannah (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

United Community in Savannah, GA is seeking an experienced Financial Advisor to provide comprehensive financial planning and investment management services. You will help clients achieve their financial dreams through retirement, estate planning, asset allocation, and ongoing portfolio monitoring.

The role requires strong communication, analytical skills, and a client-focused approach to serve high net worth clients and diverse financial goals.

Qualifications

• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• A Master's degree is a bonus.
• Licenses: Series 63, Series 6, and life/annuity licenses; willing to obtain Series 7.

Responsibilities

• Build Relationships: connect with clients to understand financial needs and goals.
• Provide Expert Advice: guide retirement planning, estate planning, asset allocation, and investment strategies.
• Customize Financial Plans: develop and implement tailored plans.
• Monitor Portfolios: review and adjust investments to align with objectives.
• Stay Informed: keep up with industry trends and regulations.

Skills

Client communication

Analytical thinking

Interpersonal skills

Regulatory knowledge

Goal-based planning

Education

Bachelor's degree in Finance, Accounting, Economics

Master's degree

Tools

Series 63

Series 6

Series 7 (willing to acquire)

State Life & Annuity Licenses

Job description

Overview

Are you a motivated and experienced

Overview

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