Financial Advisor
United Community Bank
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-LjbffrVacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Huntsville, AL vacancy
- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful... ...to serve as a general overview.Summary Of Position:A Financial Advisor should demonstrate commitment to delivering distinctive service...SuggestedWork at office
Pinnacle Bank
Huntsville, AL2 days 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...SuggestedWork at office
Bankers Life
Huntsville, AL16 hours ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Huntsville, AL3 days ago- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...Suggested
LinkedIn
Huntsville, AL16 hours ago - ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...Suggested
Bankers Life
Huntsville, AL3 days 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...Work at officeFlexible hours
Bankers Life
Huntsville, AL17 days ago - ...Financial Advisor Job Category: Wealth Management Location: On site at 400 Meridian St N, Huntsville, AL 35801, USA Full-Time Job Details Description As a Financial Advisor, you will be responsible for developing client relationships and partnerships...Full timeWork at office
- ## Financial Advisor - PNC Wealth ManagementApplylocations: Governors Drive (AL141)time type: Full timeposted on: Posted Todayjob requisition id: R226363# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Huntsville, AL1 day ago $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
Huntsville, AL3 days ago- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Huntsville, AL4 days ago $150k - $300k
...Job Description Job Description Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K- 300K+ Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built...For contractorsNight shiftUnited Placement Group
Huntsville, AL12 days ago- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
WealthBridge Financial Group
Huntsville, AL1 day ago - ...Thanks for your interest in working on our team! Job Summary We are seeking a highly analytical and business-oriented Senior Financial Analyst to support financial planning, reporting, workforce planning, and operating expense management across Adtran's corporate...
ADTRAN
Huntsville, AL2 days ago - ...an impact and want the excitement of being on a team that wins. Job Description Job Summary The FP&A Analyst supports financial planning, forecasting, budgeting, reporting, and analysis activities across the organization. The role develops financial models,...Contract workLocal areaAfternoon shift
Teledyne Technologies
Huntsville, AL4 days ago - ...industrial organizations in which rugged reliability is mission critical. Abaco Systems is a business unit of AMETEK, Inc. As a Financial Planning & Analysis (FP&A) Analyst, you will support planning, forecasting, reporting, and strategic decision-making. You will use...Permanent employmentLocal area
AMETEK
Huntsville, AL16 hours ago - ...the following job description: Serve as primary relationship advisor for high net worth wealth clients. Responsible for developing... ...management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an...Full timePart timeWork at officeLocal areaShift workDay shift
NAACPJobFinder
Huntsville, AL2 days ago $96k - $120k
...success of the Sales FP&A team, providing a high degree of proficiency in analyzing accounting data, identifying and communicating financial risk, and working cross functionally with accounting and finance departments to resolve issues affecting the line of business P&L....Full timeWork experience placementFlexible hoursShift workWorld Wide Technology
Huntsville, AL16 hours ago$77.29k - $118.2k
*** All eligible interested applicants MUST forward their 2-page resume directly to Mrs. Lori Enright at ****@*****.*** no later than COB 20 November 2026. *** Position: Security Cooperation Analyst Series/Grade : NH-0301-03 Value of Position: ** $...Live inRemote workRelocation packageAfternoon shiftU.S. Space Command
Huntsville, AL10 days ago- ...Wealth Advisor A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with 800MM AUM. We are looking to... ...households Deliver high-touch client experience Develop and present financial plans Provide investment recommendations and create portfolio...
- VT Group (VTG) is seeking entry level college graduates to start their career in the Intelligence Field in Huntsville, AL. This role offers a foundation for career advancement within national security. The position involves all-source research and analysis, data exploitation...
VT Group (VTG)
Huntsville, AL1 day ago - Teledyne Technologies Incorporated seeks a skilled FP&A Analyst to support financial planning, forecasting, budgeting, reporting, and analysis across the organization. You will build financial models, analyze performance, prepare management reports, and provide insights...
- Job Description Job Description Security Analyst Huntsville, AL | Active Secret Clearance Your expertise. Our nation's defense. At Banner Defense, you're more than a name on a contract. As a Service-Disabled Veteran-Owned Small Business, we know what it...Contract workWork at office
Banner Defense, Inc.
Huntsville, AL20 days ago $95.6k - $188.4k
...insights to help clients bring clarity from complexity and accelerate their path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a cross disciplinary team to deploy a fraud detection accelerator for a large federal health...Local areaDeloitte
Huntsville, AL4 days ago- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Permanent employmentNight shift
- ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- Radiance Technologies is seeking a qualified Mid-Level Security Analyst to support the U.S. Army Space and Missile Defense Command (SMDC) Technical Center (TC) in coordinating security activities and meeting mission and operational requirements. The ideal candidate will...For contractors
- The IT Security Analyst supports day-to-day security operations at Clearview Cancer Institute, with a focus on monitoring, compliance evidence, vulnerability management, and incident response across network, clinical, and administrative environments. Role Location and ...
- JPMorgan Chase is seeking a Relationship Banker for a Chase Branch in Huntsville, AL to welcome clients, understand their financial needs, and offer tailored solutions using modern banking technology. You will build lasting client relationships by delivering friendly, knowledgeable...Afternoon shift
$100k
Loan Officer - Alabama (All) Huntsville, AL, USA 20,000-300,000 per year We offer multiple compensation packages based on candidates desire (salary plus commission and commission only) Base + Commission Full Time Full benefits package, 401(k), Potential for...Full timeWork at officeRemote workIntegrity Home Lending
Huntsville, AL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor associate Huntsville, AL
- financial planning associate Huntsville, AL
- financial consultant Huntsville, AL
- finance associate Huntsville, AL
- financial planning administrator Huntsville, AL
- associate corporate finance Huntsville, AL
- financial planner Huntsville, AL
- financial planning assistant Huntsville, AL
- financial advisor training program Huntsville, AL
- financial counselor Huntsville, AL