Financial Advisor
United Community Banks
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
- ...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
Savannah, GA2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Savannah, GA2 days ago$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...SuggestedWork at officeUnavailable
Savannah, GA1 day ago$17 per hour
...Job Position: Patient Financial Counselor Location: Savannah, GA 31405 Pay Rate: Starting at $17.00/hr. Shift: 1st Description: We are seeking an experienced and dedicated Patient Financial Counselor to join our client's fast-paced surgical practice. This role...SuggestedShift workCoastal Medical Staffing
Savannah, GA2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaUnavailable
Savannah, GA1 day ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Savannah, GA2 days ago- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$50 - $58 per hour
...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a...Contract workRemote workMicro1
Port Wentworth, GA2 days ago- ...responsibilities effectively. Ideal candidates will demonstrate strong communication skills, a commitment to client satisfaction, and the ability to build lasting relationships to help clients achieve their financial goals. A High School Diploma is required. #J-18808-Ljbffr...
Bank of America
Savannah, GA2 days ago - ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Savannah, Georgia. This role emphasizes providing excellent customer service and actively building client relationships to help customers achieve their financial goals. The ideal candidate will have...Work at office
Huntington Bancshares, Inc.
Savannah, GA3 days ago - ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker to join their team in Pooler, Georgia. This role entails providing exceptional customer service, identifying financial growth opportunities, and educating customers on banking products and technology...
Huntington Bancshares, Inc.
Pooler, GA1 day ago - ...ENTRY-LEVEL FINANCIAL SERVICES AGENT (FULL-TIME) Location: Savannah, GA Position Overview We are hiring customer service agents to support inbound and outbound customer service projects for Financial Services clients. The role involves working directly with bank customers...Full timeTemporary workWork experience placementCasual workWork at officeLocal area
MCI
Savannah, GA16 hours 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
Savannah, GA1 day ago- ...Requirements Member 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,...Work at officeShift work
Georgia Heritage Federal Credit Union
Pooler, GAa month 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...Work at officeMonday to Friday
Regional Finance Corp
Savannah, GA2 days ago - Head Teller The Head Teller will drive a best in class branch experience for customers and teammates by leading, coaching, and managing in five primary areas of responsibility: customer engagement, service execution, operational excellence, leadership, and management...Contract work
Renasant
Savannah, GA16 hours ago - ...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 Homes
Savannah, GA1 day ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Port Wentworth, GAmore than 2 months ago- ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: Savannah, GA, US, 31405 LensCrafters Position: Part-Time Total Rewards: Benefits/Incentive Information LensCrafters is a place for visionaries. We've got a vision for pairing state-of-the-art technology with...Part timeWork at office
EssilorLuxottica SA
Savannah, GA2 days ago $15 - $19 per hour
...USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- ...Job Details Requisition ID: 932882 Store #: 000693 LensCrafters Position: Part‑Time Job Summary The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience. Ensures all patients receive the highest quality optometric...Minimum wagePart timeWork at officeLocal area
LensCrafters
Savannah, GA16 hours ago - ...analysis, and reconcile key balance sheet accounts. Collaborates with accounting and operational teams to ensure timely and accurate financial results, while also identifying opportunities to improve processes and strengthen internal controls. Education Bachelors...
St Joseph'S/Candler
Savannah, GA4 days ago $120k - $160k
...relocation will be considered. Relocation package offered. Position Overview Ledgent Finance & Accounting's client is seeking a Senior Financial Analyst in Savannah, Georgia. This role is hybrid and supports financial planning, analysis, and strategic decision-making by...Temporary workLocal areaRelocationRelocation packageLedgent
Savannah, GA5 hours ago- ...of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across...Work at officeLocal areaDay shift
Bank OZK
Savannah, GA1 day ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Pooler, GA1 day ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends,...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Savannah, GA16 hours ago$45k - $65k
Acquisition Specialist - State Farm Agent Team Member Full Time in Hybrid - US 401(k) matching Bonus based on performance Free food & snacks Paid time off You May Be a Great Fit as an Acquisitions Specialist at John Smith - State Farm Agent if You’re the person people ...Full timeFor contractorsWork at officeWork from homeFlexible hoursJohnsmithagent
Savannah, GA2 days ago$115k - $145k
...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles...Full timeWork experience placementLocal areaCornerstone Research
Savannah, GA16 hours ago$4,001 - $6,300 per week
...capped at a quota someone else set — this role was built for you. We are hiring experienced sales professionals to join our remote financial services team. You will use the phone and sales skills you already have to help families find the right financial protection...Weekly payPermanent employmentFull timeWork at officeRemote workWork from homeHome officeFlexible hoursNexera
Savannah, GA9 hours ago
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