Financial Advisor
United Community Bank
Financial AdvisorAre 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 DoBuild 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 SuccessExperience: 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 EmploymentMust be able to pass a criminal background & credit checkThis is a full-time, non-remote positionFLSA Status ExemptWe 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.
$61k - $119k
...Overview 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, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Peachtree City, GA4 days ago$61k - $119k
...Financial Advisor OpportunityBecoming 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, you start as a financial...SuggestedFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Peachtree City, GA2 days ago- Modern Woodmen of America is seeking diligent financial representatives to help individuals and families achieve their financial goals. You will design tailored financial plans, explain strategies, and connect clients with the right tools and products to protect their futures...Suggested
- ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 22-Oct-2026. Join a financial services firm... ...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,...SuggestedTemporary workFlexible hours
Edward Jones
Tyrone, GA1 day ago - Ameris Bank in Georgia seeks a Customer Service oriented Teller/Personal Banker to support customers with banking needs, open accounts, process transactions, and identify cross-sell opportunities. You will balance cash drawer, handle complex transactions, and provide friendly...Suggested
- ...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Financial Aid CounselorLocated in Morrow, Georgia, Clayton State University is roughly 15 miles southeast of downtown Atlanta. The university offers employees an adaptable, collaborative environment that fosters professional and personal development. The university is...Work at officeNight shiftWeekend work
University System of Georgia
Morrow, GA2 days ago - Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- Organization : Name ATLANTA GA Default: Location : City PEACHTREE COR Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
- Description JOB PURPOSE: Directs and coordinates administrative and financial services which may include office, clerical, human resources support and supportive services. Familiar with medical financial concepts, practices and procedures. Relies on experience and judgment...Work at office
- JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling...Local area
Sysco
College Park, GA2 days ago - Ameris Bank is seeking a dedicated Teller/Personal Banker to support customers with financial profiles, cross-sell products, and grow client relationships. You will perform teller duties, open accounts, and contribute to branch growth while delivering exceptional service...
- ...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Flexible hours
$61.41k
...related to Proprietary funds, revenue and expense modeling, and revenue reporting. This position trains and provides guidance to Financial Analysts and assists in year-end audit financial reporting and ACFR preparation. Major Duties Include But Are Not Limited To Directs...Full timeApprenticeshipInternship- ...Personal Banker I role in the Retail Personal Banker family. The position emphasizes using a consultative sales process to identify financial needs, build customer profiles, and cross-sell a range of Retail products and services while maintaining strong relationships with...
- Fifth Third Bank in Hampton, GA is seeking a Personal Banker II as part of a 4-8 week onboarding program that includes rotations in Operations and Sales & Service. A certification will follow to qualify for the Retail Personal Banker role focused on deposits, loans and ...
- ...accounting and analytical functions related to Proprietary funds, revenue modeling, and revenue reporting. The role includes guiding Financial Analysts and assisting in year-end audit financial reporting and ACFR preparation. Key duties involve reconciliations,...Full time
$125 per hour
...The Work: At Mutual of Omaha Mortgage, Loan Officers are trained to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most appropriate financial solutions to meet each client's specific needs....Hourly payMinimum wageLocal areaFlexible hoursMutual of Omaha Mortgage
Peachtree City, GA4 days ago- ...customer service experience preferred ~ Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction ~10-Key skills ~ Mathematical skills, including the...Contract work
Renasant
Jonesboro, GA1 day ago - ...Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role...Part timeWork experience placementLocal area
Wells Fargo
Morrow, GA1 day ago - World Finance in Georgia is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role involves daily outbound calling, in-person meetings, and meeting performance goals across sales, collections...
- JOB TITLE: Foster Care Family Consultant REPORTS TO: Foster Care Family Consultant Supervisor Join Our Mission at Bloom Our Youth! Bloom Our Youth Inc. is a nonprofit organization dedicated to empowering Georgia’s families and communities to transform the lives of children...Full timeAfternoon shift
- ...Full timeposted on: Posted Yesterdayjob requisition id: JR100902**Ameris 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...Work experience placementWork at officeRemote workFlexible hours
Ameris Bank
Fairburn, GA1 day ago - Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. This essential role helps deliver quality service and coordinate scheduling across channels. The ideal candidate will be organized...
- ...Job Description Job Description Experienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new...Work at officeLocal area
- Courtesy ClerkDuties:Perform packaging duties for customersAssist customers with purchasesKeep shopping carts and electric carts maintainedRetrieve carts from parking lot and return to storeKeep bags filledKeep aisles free of debrisLight stocking throughout store (milk...Part time
Food Depot
Fayetteville, GA3 days ago - World Finance Company of Georgia, LLC is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns. The role requires daily outbound calling, in-person meetings, and closing loans. You will work in a...
- PruittHealth Corporation is seeking an administrator to direct and coordinate financial and administrative services in a healthcare setting in Fairburn, GA. You will educate families on payment options including Medicare, Medicaid, insurance, and private pay. The role involves...
- Courtesy Clerk Duties: Perform packaging duties for customers Assist customers with purchases Keep shopping carts and electric carts maintained Retrieve carts from parking lot and return to store Keep bags filled Keep aisles free of debris Light...Part time
Food Depot
Fayetteville, GA4 days ago - Renasant Bank in Georgia seeks an experienced Senior Teller to deliver a best-in-class branch experience, handling deposits, withdrawals, and transfers while identifying opportunities to refer customers to appropriate products and services. Accuracy and policy adherence...
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