Senior Wealth Planner for High-Net-Worth Clients

United Community Bank; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

United Community Bank is seeking a Wealth Strategist in Atlanta, GA. In this full-time role, you will develop personalized financial plans for high-net-worth clients and collaborate with Private Bankers and Investment Management teams. Candidates must have 5+ years of financial planning experience, a Bachelor's degree in a business-related field, and a Certified Financial Planner (CFP) designation. This position is on-site and offers a dynamic work environment with opportunities to engage in client relationship management.

Qualifications

• 5+ years of financial planning experience.
• Bachelor's degree in a business-related field or equivalent experience.
• Certified Financial Planner (CFP) designation required.

Responsibilities

• Lead discovery meetings to understand clients' financial goals.
• Conduct in-depth financial assessments.
• Create tailored wealth plans.
• Collaborate with legal and tax professionals.
• Maintain accurate client records.
• Ensure compliance with relevant laws.
• Enhance overall client experience.
• Build a network to drive new business.
• Represent the bank in community events.

Skills

Understanding of financial markets

Analytical skills

Communication skills

Ability to work independently

Interpersonal skills

Experience with financial planning software

Education

Bachelor's degree in a business-related field

Certified Financial Planner (CFP) designation

JD or CPA credentials

Job description

United Community Bank is seeking a Wealth Strategist in Atlanta, GA. In this full-time role, you will develop personalized financial plans for high-net-worth clients and collaborate with Private Bankers and Investment Management teams. Candidates must have 5+ years of financial planning experience, a Bachelor's degree in a business-related field, and a Certified Financial Planner (CFP) designation. This position is on-site and offers a dynamic work environment with opportunities to engage in client relationship management.