Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Brunswick, GA. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.
What You’ll Do- 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.
- Experience:
- At least 3 years in financial planning and investment management.
- Experience with high net worth clients is a plus.
- Education:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- A Master's degree is a bonus.
- Required Skills:
- 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.
- Preferred Skills:
- Certified Financial Planner (CFP) designation.
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
FLSA Status
- Exempt
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
Pay RangeUSD $0.00 - USD $0.00 /Yr.Skills Required
- 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 license
- Uniform Combined State Law license
- Series 6 license
- Applicable state life and annuity insurance licenses
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Willingness to acquire Series 7 license
- Experience with high net worth clients
- Master's degree
- Certified Financial Planner designation
- Ability to pass a criminal background and credit check
United Community Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about United Community Bank and has not been reviewed or approved by United Community Bank.
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Leave & Time Off Breadth — PTO and parental leave are presented as robust, covering vacation, sick and personal time plus federal holidays. Time-away policies are highlighted as strengths relative to base pay.
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Healthcare Strength — The package includes multiple medical plan options, company-paid short- and long-term disability, and company-paid life insurance at a high multiple of salary. These protections are positioned as core strengths of the total rewards offering.
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Retirement Support — A 401(k) with employer match and HSA with employer contributions are part of the offering. These components indicate meaningful support for long-term financial security.
United Community Bank Insights
What We Do
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.
