Financial Advisor — Wealth Planning & Portfolio Guidance

United Community Banks Inc.; Lawrenceville (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

United Community Banks Inc. is seeking a motivated Financial Advisor to join our expanding advisory team.

You will provide comprehensive financial planning and investment management services to help clients achieve their financial goals in Georgia and the surrounding markets. You will specialize in retirement planning, estate planning, asset allocation, and investment strategies, build lasting client relationships, and monitor portfolios to ensure alignment with objectives while staying abreast

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.
• Licenses: Series 63, Uniform Combined State Law, and Series 6; willingness to acquire Series 7.
• Applicable State Life and Annuity Insurance Licenses.
• 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

Licenses: Series 63/6/7

Life & Annuity Licenses

CFP designation (preferred)

3+ years financial planning

High net worth clients experience

Strong communication & interpersonal

Education

Bachelor's in Finance/Accounting/Economics

Master's degree (bonus)

Job description

United Community Banks Inc. is seeking a motivated Financial Advisor to join our expanding advisory team.

You will provide comprehensive financial planning and investment management services to help clients achieve their financial goals in Georgia and the surrounding markets. You will specialize in retirement planning, estate planning, asset allocation, and investment strategies, build lasting client relationships, and monitor portfolios to ensure alignment with objectives while staying abreast