Financial Advisor
United Community Banks Inc.
Overview Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Birmingham/Huntsville, AL, Destin, FL, Fayetteville, GA, Miami, FL, and Orlando, FL. As a Financial Advisor , you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success. What You’ll Do 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. Requirements For Success 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. 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 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 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 Range USD $0.00 - USD $0.00 /Yr. #J-18808-Ljbffr United Community Banks Inc.
- ...Overview Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Birmingham/Huntsville, AL, Destin, FL, Fayetteville, GA, Miami, FL, and Orlando, FL. As a Financial Advisor , you'll provide comprehensive financial...SuggestedFull timeLocal areaRemote work
United Community Banks
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Savannah, GA4 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
Bank of America
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Thrivent
Savannah, GAmore than 2 months ago $5,000 per month
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Savannah, GA1 day ago- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Full timeContract workFor contractorsWork at office$45k - $100k
...open for 30 days, from 15-May-2026. Support & Compensation Paid training - Get registered and licensed and learn how to be a financial advisor with the industry’s top training program¹. Salary for the first five years as you begin to build your practice². A firm‑...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Northwestern Mutual is offering an internship for College Financial Representatives in Savannah, Georgia. This program provides students with the tools to build an integrated financial planning practice, while engaging with local and nationwide experts. Interns will learn...Full timeInternshipLocal areaFlexible hours
Northwestern Mutual
Savannah, GA3 hours ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Savannah, GA4 days ago- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust,...Full time
Charles Schwab
Savannah, GA3 days ago - ...in the industry. We are hiring customer service representatives to support inbound and outbound customer service projects for Financial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing world class service...Full timePart timeCasual workWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Savannah, GA3 days ago- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will provide advised solutions, leveraging a broad investment platform and cross-functional partnerships...
- ...roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are...
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Savannah College of Art and Design
Savannah, GA2 days ago - ...for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we...Monday to Friday
Regional Finance Corp
Savannah, GA1 day ago - ...Ameris Bank TellerAmeris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in...Work experience placementWork at officeRemote work
Ameris Bank
Savannah, GA1 day ago - ...Manager.RequirementsMember Service:Greet and assist members with a friendly and professional demeanor.Answer member inquiries about financial services, account information, and general financial products.Financial Transactions:Process deposits, withdrawals, transfers, and...Work at officeShift work
Georgia Heritage Federal Credit Union
Savannah, GA2 days ago - ...solutions across a wide range of industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer...Work at officeRemote work
MCI Careers
Savannah, GAa month ago $15.25 - $21.75 per hour
...Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs....Hourly payFull timeLocal areaMonday to FridayWeekend workAfternoon shift- ...Entry-Level Financial Services Agent (Full-Time) Location: Savannah, GA We are hiring customer service agents to support inbound and outbound customer service projects for Financial Services clients. We are seeking qualified professionals who will work to ensure our...Full timeWork experience placementCasual workWork at officeLocal area
$18 - $20 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payWork at officeLocal areaShift work$15.25 - $21.75 per hour
...Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs....Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To...InternshipLocal area
Lennar
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