Financial Advisor
United Community Bank
full-time
Posted on:
Location Type: Office
Location: Lenoir City • Tennessee • United States
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About the role
- Connect with clients to understand their financial needs and goals.
- Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
- Develop and implement tailored financial plans to help clients reach their objectives.
- Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
- Keep up with industry trends and regulations to offer the most current advice.
Requirements
- At least 3 years in financial planning and investment management.
- Experience with high net worth clients is a plus.
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- A Master's degree is a bonus.
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
- Applicable State Life and Annuity Insurance Licenses.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment managementretirement planningestate planningasset allocationinvestment strategiesportfolio managementanalytical skillsproblem-solving
Soft Skills
communication skillsinterpersonal skills
Certifications
Series 63Uniform Combined State LawSeries 6Series 7 (willingness to acquire)State Life Insurance LicenseAnnuity Insurance License