Financial Advisor
United Community Bank
full-time
Posted on:
Location Type: Office
Location: Savannah • Alabama • Florida • United States
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About the role
- 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
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 monitoringfinancial analysis
Soft Skills
analytical skillsproblem-solvingcommunication skillsinterpersonal skills
Certifications
Series 63Series 6Series 7 (willingness to acquire)State Life Insurance LicenseState Annuity Insurance License