United Community · 2 months ago
Wealth Strategist
Orlando, FL
Full-time
Onsite
Mid, Senior Level
$104K/yr - $172K/yr
5+ years expUnited Community is seeking a seasoned and client-focused Wealth Strategist to develop personalized financial plans for high-net-worth clients. The role involves collaborating with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and enhance client relationships.
Banking
Responsibilities
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
Qualification
Required
5+ years of financial planning experience
Bachelor's degree in a business-related field or equivalent experience
Certified Financial Planner (CFP) designation required
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
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
Preferred
JD or CPA credentials
Advanced degrees or certifications (JD, CPA)
Specialized training in financial planning or wealth management
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