United Community · 1 day ago
Financial Advisor
Knoxville Metro
Full-time
Onsite
Mid Level
3+ years expUnited Community is a financial services company that is seeking a Financial Advisor to connect with clients and understand their financial needs and goals. The role involves providing expert advice on various financial matters, customizing financial plans, and monitoring investment portfolios to ensure they align with clients' objectives.
Banking
Hiring Manager
Rico A. Simpson
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
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute)
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
Experience with high net worth clients is a plus
A Master's degree is a bonus
Preferred Skills: 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