Financial Advisor
United Community Services
Overview Are you a motivated and experienced Overview Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Savannah, GA. 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
$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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Savannah, GA3 days ago$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...SuggestedWork at officeHome officeFlexible hoursEdward Jones
Savannah, GA2 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...SuggestedWork at officeFlexible hours
Bankers Life
Savannah, GA3 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, GA4 days ago$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...SuggestedFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Savannah, GA2 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...
- ...Financial Counselor GBX Consultants, Inc. is accepting resumes for a Financial Counselor at Hunter Army Airfield. The Army Transition Assistance Program (TAP) provides members of the Armed Forces with the highest quality of services, training, and transition support...Relocation
GBX Consultants
Savannah, GA5 days 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...Shift workCoastal Medical Staffing
Savannah, GA4 days ago$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- ...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...
- ...Career Opportunity at Equitable Advisors Are you ready to take the next step in your wealth management career? Join Equitable Advisors... ...you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture of collaboration...Work experience placementLocal areaRemote work
Equitable Advisors LLC
Savannah, GA5 days ago $1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
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, GA17 days ago - ...drivers, monitoring results against established goals and benchmarks. Identify opportunities for process improvements through financial, operational, and control automation. Assist with preparation of monthly business processes including journal entries, reconciliations...Permanent employmentFull timeSummer workInternshipStart working todayWork at officeShift work
Gulfstream Aerospace Corporation
Savannah, GA11 days ago - 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
- 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...
$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...Full timeInternshipLocal area- ...Georgia is seeking a Customer Experience Banker for the Telfair Branch. This role empowers you to assist customers in achieving their financial goals while offering exemplary service and identifying opportunities for deeper relationships. The ideal candidate has a high...
Huntington Bank
Savannah, GA1 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
Savannah, GA12 hours ago- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Full timePart timeWork at officeNight shiftWeekend work
- ...Bank Of America Job Opportunity 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...Work at officeFlexible hoursShift workWeekend workDay shift
- Spring 2027 - Finance - Tax Collegiate Associate Intern in GAC Savannah Unique Skills: Your Future Takes Flight at Gulfstream At Gulfstream, a proud division of General Dynamics, Collegiate Associates apply classroom learning to real-world challenges and ...Permanent employmentFull timeSummer workInternshipStart working todayWork at officeShift work
Gulfstream Aerospace Corporation
Savannah, GA4 days ago - As an information security analyst, you will monitor and advise on information security issues across systems and workflows to ensure the university's internal security controls are appropriate and functioning as intended. You will manage and maintain security appliances...Monday to FridayAfternoon shift
Savannah College of Art and Design
Savannah, GA1 day ago - ...Entry-Level Financial Services Agent (Full-Time)Location: Savannah, GAWe 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 organization...Full timeWork at officeLocal area
MCI
Savannah, GA2 days ago - ...by Corporate!Successful Candidate Attributes:Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.Maintains a database of past clients for marketing purposes.History of closing at least 3-5 units per month.Loan Officer...Remote work
Caliver Beach Mortgage
Savannah, GA2 days ago - ...Bilingual Financial Service Representatives MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business...Full timeTemporary workCasual workWork at officeLocal areaRemote work
- ...Financial Services Representative (Part-Time) Location: Savannah, GA 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...Full timeTemporary workPart timeWork experience placementCasual workWork at office
- ...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 in their retirement plan, they have a partner in Ameris Bank. We...Work experience placementWork at officeRemote work
Ameris-Bank-1
Savannah, GA3 days 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 $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
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