Senior Financial Advisor - Personalize Plans & Portfolios

United Community; Lawrenceville (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

United Community is seeking a proactive Financial Advisor to expand its client base and deliver comprehensive financial planning and investment management services. You will guide clients in retirement and estate planning, asset allocation, and investment strategies, building lasting relationships.

Requirements include 3+ years in financial planning, Series 63/6 licenses (Series 7 optional), and life/annuities licenses; CFP is a plus.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field; relevant experience may substitute.
• Master's degree is a bonus.

Responsibilities

• Build Relationships: Connect with clients to understand financial needs and goals.
• Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
• Customize Financial Plans: Develop tailored financial plans to help clients reach objectives.
• Monitor Portfolios: Review and adjust client investment portfolios to align with goals.
• Stay Informed: Keep up with industry trends and regulations to offer current advice.

Skills

Relationship building

Analytical thinking

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Master's degree preferred

Tools

Series 63 license

Series 6 license

Series 7 license

State Life and Annuity license

Job description

United Community is seeking a proactive Financial Advisor to expand its client base and deliver comprehensive financial planning and investment management services. You will guide clients in retirement and estate planning, asset allocation, and investment strategies, building lasting relationships.

Requirements include 3+ years in financial planning, Series 63/6 licenses (Series 7 optional), and life/annuities licenses; CFP is a plus.