We’re looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You’ll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews.
What You’ll Do- Lead discovery meetings to understand clients’ financial goals, values, and priorities.
- Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
- Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
- Partner with legal, tax, and other professionals to deliver holistic financial advice.
- Maintain accurate records of client information and planning activities.
- Ensure compliance with all relevant laws, regulations, and internal standards.
- Collaborate with internal teams to enhance the overall client experience.
- Build and maintain a network of internal and external sources to drive new business.
- Stay current on financial planning trends, tax law changes, and regulatory updates.
- Represent the bank in community events to build visibility and attract new prospects.
- Support business growth by acquiring new assets from existing and prospective clients.
- Perform other duties as needed.
- Experience & Education
- 5+ years of financial planning experience.
- Bachelor’s degree in a business-related field or equivalent experience.
- Certified Financial Planner (CFP) designation required.
- Preferred: JD or CPA credentials.
- Skills & Competencies
- Deep understanding of financial markets, estate and tax planning, and retirement strategies.
- Strong analytical and communication skills—both written and verbal.
- Ability to work independently and collaboratively across teams.
- Professional presence and interpersonal skills to build trust with clients.
- Experience with financial planning software and tools.
- Bonus Skills
- Advanced degrees or certifications (JD, CPA).
- Specialized training in financial planning or wealth management.
- 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
- 5+ years of financial planning experience
- Bachelor's degree in a business-related field or equivalent experience
- Certified Financial Planner CFP designation
- Strong understanding of financial markets, estate and tax planning, and retirement strategies
- Strong written and verbal analytical and communication skills
- Ability to work independently and collaboratively across teams
- Professional presence and interpersonal skills for building client trust
- Experience with financial planning software and tools
- JD or CPA credentials
- Advanced degrees or certifications
- Specialized training in financial planning or wealth management
- 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.
