Senior Wealth Strategist - Holistic HNW Planning

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

Job summary

United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals.

The ideal candidate has over 5 years of financial planning experience, a Bachelor's degree, and a CFP designation. They should possess strong analytical skills and a deep understanding of financial markets. The position is an excellent opportunity for those looking to build client relationships.

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.
• Create and present tailored wealth plans.
• Partner with legal and tax professionals for advice.

Skills

Financial planning experience

Analytical and communication skills

Understanding of financial markets

Collaboration skills

Education

Bachelor’s degree in a business-related field

Certified Financial Planner (CFP) designation

Tools

Financial planning software

Job description

United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals.

The ideal candidate has over 5 years of financial planning experience, a Bachelor's degree, and a CFP designation. They should possess strong analytical skills and a deep understanding of financial markets. The position is an excellent opportunity for those looking to build client relationships.