Financial Advisor

United Community Bank • Lawrenceville, GA

7d • Onsite

About The Position

The Financial Advisor provides comprehensive financial planning and investment management services to help clients achieve their financial goals. The role includes advising on retirement planning, estate planning, asset allocation, and investment strategies; developing tailored financial plans; and regularly monitoring and adjusting investment portfolios. The position is full-time and non-remote, with openings in Birmingham/Huntsville, Alabama; Destin and Miami, Florida; Fayetteville, Georgia; and Orlando, Florida. Candidates must pass a criminal background and credit check. The role is classified as exempt. The employer is an Equal Opportunity Employer and may make reasonable accommodations to enable individuals with disabilities to perform essential functions.

Requirements

• At least 3 years of experience in financial planning and investment management.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; relevant experience may substitute.
• Series 63, Uniform Combined State Law, and Series 6 licenses.
• Willingness to acquire a Series 7 license.
• Applicable state life and annuity insurance licenses.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to pass a criminal background and credit check.

Nice To Haves

• Experience with high-net-worth clients.
• Master’s degree.
• Certified Financial Planner (CFP) designation.

Responsibilities

• Build relationships with clients to understand their financial needs and goals.
• Advise clients on retirement planning, estate planning, asset allocation, and investment strategies.
• Develop and implement tailored financial plans to help clients meet their objectives.
• Regularly review and adjust clients’ investment portfolios to ensure alignment with their goals.
• Keep up with industry trends and regulations to provide current advice.

What This Job Offers

• Job Type: Full-time