United Community · 1 day ago
Financial Advisor
Lenoir City, TN
Full-time
Onsite
Mid Level
$0/yr - $0/yr
3+ years expUnited Community is expanding its team and is looking for a motivated and experienced Financial Advisor. In this role, you will provide comprehensive financial planning and investment management services to help clients achieve their financial dreams.
Banking
Responsibilities
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
Qualification
Required
At least 3 years 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 Series 7)
Applicable State Life and Annuity Insurance Licenses
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
Preferred
Experience with high net worth clients is a plus
A Master's degree is a bonus
Certified Financial Planner (CFP) designation
Company
United Community
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
DeVan Ard
CEO
J Scott Preston
Division CEO United Community Bank
Company data provided by crunchbase