Wealth Planning Financial Advisor

United Community Banks Inc.; Greenville (SC); Hybrid; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

United Community Banks Inc. in Greenville, SC seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment management services.

You will guide clients on retirement and estate planning, asset allocation, and investment strategies, tailoring plans to individual goals. The role requires 3+ years in financial planning, relevant licenses (Series 63, Series 6, life/annuity), and a willingness to pursue Series 7.

Qualifikationen

• Bachelor's degree in Finance/Accounting/Economics or related field; relevant experience may substitute.
• Master's degree is a bonus.
• 3+ years in financial planning and investment management; high net worth clients a plus.
• Licensing: Series 63, Uniform Combined State Law, and Series 6; willingness to acquire Series 7; Life and Annuity licenses.
• Strong analytical and problem-solving abilities; excellent communication and interpersonal skills.
• CFP designation preferred.

Aufgaben

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

Kenntnisse

Relationship Building

Analytical Thinking

Communication

Interpersonal Skills

Problem Solving

Ausbildung

Bachelor's degree in Finance/Accounting/Economics

Master's degree

Tools

Licensing: Series 63

Licensing: Uniform Combined State Law

Licensing: Series 6

Licensing: Series 7 (willingness to acquire)

State Life and Annuity Licenses

Jobbeschreibung

United Community Banks Inc. in Greenville, SC seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment management services.

You will guide clients on retirement and estate planning, asset allocation, and investment strategies, tailoring plans to individual goals. The role requires 3+ years in financial planning, relevant licenses (Series 63, Series 6, life/annuity), and a willingness to pursue Series 7.