Strategic Financial Advisor - Retirement & Wealth Planning

United Community; Brunswick (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Brunswick, GA is seeking a motivated Financial Advisor to join their team. This full-time, non-remote position involves providing comprehensive financial planning and investment management services. Candidates should have at least 3 years of experience, strong analytical and communication skills, and relevant educational background. Licensure including Series 63 is required, and a Master's degree or CFP designation is preferred. The firm is an Equal Opportunity Employer, committed to diversity and inclusion.

Qualifications

• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Willingness to acquire Series 7 license.

Responsibilities

• Connect with clients to understand their financial needs and goals.
• Guide clients on retirement planning and investment strategies.
• Develop and implement tailored financial plans.
• Regularly review and adjust investment portfolios.
• Keep up with industry trends and regulations.

Skills

Strong analytical and problem-solving abilities

Excellent communication and interpersonal skills

Series 63 license

Applicable State Life and Annuity Insurance Licenses

Education

Bachelor's degree in Finance, Accounting, Economics, or a related field

Master's degree

Job description

A financial services firm in Brunswick, GA is seeking a motivated Financial Advisor to join their team. This full-time, non-remote position involves providing comprehensive financial planning and investment management services. Candidates should have at least 3 years of experience, strong analytical and communication skills, and relevant educational background. Licensure including Series 63 is required, and a Master's degree or CFP designation is preferred. The firm is an Equal Opportunity Employer, committed to diversity and inclusion.