Financial Advisor: Retirement & Investment Strategy

United Community Banks Inc.; Brunswick (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

A financial services company in Brunswick, GA is seeking a motivated Financial Advisor to provide comprehensive financial planning and investment management services. Candidates should have at least 3 years of experience in financial planning and be licensed in Series 63 and 6, with a willingness to obtain Series 7. This full-time role involves building relationships with clients, customizing financial plans, and monitoring investment portfolios. Exceptional analytical and communication skills are critical for success.

Qualifications

• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.

Responsibilities

• Connect with clients to understand their financial needs and goals.
• Guide clients on retirement planning and investment strategies.
• Develop customized financial plans to help clients reach objectives.
• Regularly review and adjust clients’ investment portfolios.

Skills

Strong analytical and problem-solving abilities

Excellent communication and interpersonal skills

Experience with high net worth clients

Series 63 and Series 6 licenses

Willingness to acquire Series 7 license

Applicable State Life and Annuity Insurance Licenses

Education

Bachelor's degree in Finance, Accounting, or Economics

Master's degree

Job description

A financial services company in Brunswick, GA is seeking a motivated Financial Advisor to provide comprehensive financial planning and investment management services. Candidates should have at least 3 years of experience in financial planning and be licensed in Series 63 and 6, with a willingness to obtain Series 7. This full-time role involves building relationships with clients, customizing financial plans, and monitoring investment portfolios. Exceptional analytical and communication skills are critical for success.