Licensed Wealth Planner & Investment Advisor

United Community Bank

Lawrenceville (GA)

On-site

USD 70,000 - 110,000

Full time

8 days ago

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Job summary

United Community Bank is seeking an experienced Financial Advisor to join our wealth management team. You will deliver comprehensive financial planning and investment management services to help clients achieve their financial dreams across multiple Southeast locations.

You will build relationships, provide guidance on retirement and estate planning, and tailor plans to individual goals. You will monitor portfolios and stay informed on market trends and regulatory changes to deliver current,

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field (relevant experience may substitute).
Series 63, Uniform Combined State Law, and Series 6 licenses; willing to acquire Series 7.
Life and Annuity Insurance Licenses.
3+ years in financial planning and investment management; experience with high net worth clients is a plus.

Responsibilities

Build Relationships with clients to understand financial needs and goals.
Provide Expert Advice on retirement planning, estate planning, asset allocation, and investments.
Customize Financial Plans to help clients reach objectives.
Monitor Portfolios and adjust investments as needed.
Stay Informed on industry trends and regulations to offer current advice.