Financial Advisor

United Community Banks
US - Georgia - Fayetteville
November 19, 2024

About the Role:

We are seeking highly motivated and experienced Financial Advisors to join our team in Birmingham, AL, Destin, FL, Fayetteville, GA, Miami, FL, Orlando, FL and Huntersville, NC. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to our clients. Your main objective will be to help clients achieve their financial goals and objectives by developing and implementing customized financial plans. You will work closely with clients to understand their financial needs and provide them with expert advice on retirement planning, estate planning, asset allocation, and investment strategies.

Minimum Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or related field (appropriate experience may substitute for education)
Series 63, Uniform Combined State Law, and Series 6 licenses and willing to acquire Series 7
Applicable State Life and Annuity Insurance Licenses
Minimum of 3 years of experience in financial planning and investment management
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills

Preferred Qualifications:

Certified Financial Planner (CFP) designation
Master's degree in Finance, Accounting, Economics, or related field
Experience working with high net worth clients

Responsibilities:

Develop and maintain relationships with clients to understand their financial needs and objectives
Provide expert advice on retirement planning, estate planning, asset allocation, and investment strategies
Develop and implement customized financial plans to help clients achieve their financial goals
Monitor and review clients' investment portfolios to ensure they are aligned with their financial objectives
Stay up-to-date with industry trends and regulations to provide clients with the most current and relevant advice

Skills:

As a Financial Advisor, you will use your expertise in retirement planning, estate planning, asset allocation, and investment strategies to provide clients with customized financial plans that help them achieve their financial goals. You will also use your strong analytical and problem-solving skills to monitor and review clients' investment portfolios to ensure they are aligned with their financial objectives. Excellent communication and interpersonal skills are essential in this role, as you will be working closely with clients to understand their financial needs and provide them with expert advice.

WORK ENVIRONMENTBirmingham, AL, Destin, FL, Fayetteville, GA, Miami, FL, Orlando, FL and Huntersville, NCPOSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 50% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Read the full job description and apply online on the recuiter's web-site

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