Financial Advisor
United Community · Savannah, GA · 7 mo ago
On-siteSalesFull-time
About the role
We are expanding our team in Savannah, GA. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams.
Requirements
- 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.
- 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.
Conditions of Employment
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
- FLSA Status Exempt
Pay
Pay Range: USD $0.00 - USD $0.00 /Yr.