Financial Advisor: Wealth Planning & Client Growth

United Community Banks Inc.; Savannah (GA); On-site; USD 65,000 - 100,000; Full time

Job summary

An esteemed financial services provider seeks a motivated Financial Advisor to make an impact in Savannah, GA. You will connect with clients, provide expert advice on financial planning and investment strategies, and develop tailored financial plans to help them achieve their financial dreams. The ideal candidate has at least 3 years of experience in the field and possesses excellent analytical and communication skills. This full-time, on-site position requires passing background checks.

Qualifications

• A minimum of 3 years of experience in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Possession of Series 63, Series 6 licenses, and willingness to acquire Series 7.

Responsibilities

• Connect with clients to understand their financial needs and goals.
• Guide clients on retirement and estate planning.
• Develop and implement tailored financial plans.
• Regularly review and adjust investment portfolios.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving abilities

Education

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

Master's degree

Job description

An esteemed financial services provider seeks a motivated Financial Advisor to make an impact in Savannah, GA. You will connect with clients, provide expert advice on financial planning and investment strategies, and develop tailored financial plans to help them achieve their financial dreams. The ideal candidate has at least 3 years of experience in the field and possesses excellent analytical and communication skills. This full-time, on-site position requires passing background checks.