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, GA4 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, GA3 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, 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, GA5 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
Savannah, GA1 day ago$100k
...Job Title: Financial Advisor/Wealth Manager - Savannah Georgia Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. Youdon’tneed prior financial experience to join our team, but you do need energy, great...Permanent employmentWork at officeLocal areaGeorgia Financial Advisors
Savannah, GA4 days ago- ...Patient Financial Counselor Job Title: Patient Financial Counselor Department: Billing Immediate Supervisor Title: Billing Supervisor Job Supervisory Responsibilities: None General Summary: The Patient Financial Counselor is responsible for providing...Work at officeImmediate startRemote work
Gastroenterology Consultants of Savannah
Savannah, GA1 day ago $18 - $28.08 per hour
...Location: Low Country Cancer Care Hiring Range: $18.00 - $28.08 Position Summary Serves as the primary patient advocate for financial navigation and counseling within an oncology practice. Reviews patient insurance coverage, establishes financial responsibility...Work at officeImmediate startAmerican Oncology Management Company
Savannah, GA5 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...
$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, GA5 days ago- ...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, 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 for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Savannah, GA4 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...
Next Frontier Capital
Savannah, GA41 minutes 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
Northwestern Mutual
Savannah, GA11 hours ago - ...Entry-Level Financial Services Agent (Full-Time) 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 organization is providing...Full timeTemporary workWork experience placementCasual workWork at officeLocal area
z_Advertised on Recruitics
Savannah, GA3 days 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, GA3 days ago - Job Summary Entry level position for trainee inspector who will ultimately be able to undertake basic inspection and sampling work performed in the field, complete necessary paperwork, correctly distribute samples and maintain timely communications with office staff...TraineeshipWork at officeLocal areaLong distanceShift work
MSGCU
Savannah, GA3 days ago - ...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, GA4 days 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
Savannah, GA2 days ago - ...Job Description Job Description Overview FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services clients. We are seeking qualified professionals...Full timeWork experience placementWork at office
MCI Careers
Savannah, GA16 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- ...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing the District financial management program. Analyzing the District's financial obligations and expenditures to ensure compliance...
Department of Justice
Savannah, GA1 day ago - ...and not-for-profit credit relationships, serving as the primary point of coordination with clients and internal partners. Analyze financial performance, cash flow, debt capacity, and key risks; develop and present independent credit recommendations. Structure credit facilities...Full timePart timeWork at officeShift workDay shift
$90.23k
...leverage technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth, profitability...Contract workWork experience placementH1bWork at officeTrinnex
Savannah, GA2 days ago- ...Financial Analyst Financial Analyst in GAC Savannah Unique Skills: Strong analytical ability to evaluate and document finance processes, identifying inefficiencies, rework, data issues, and control gaps within areas such as FP&A, accounting close, cost management, or...
Gulfstream
Savannah, GA4 days ago - ...Some Typical Duties & Responsibilities Include: Mid-to-Upper-Level Financial Analyst • A Financial Analyst is responsible for independently evaluating payroll processes, records, controls, and reporting to ensure compliance with applicable laws, regulations, company...Minimum wageContract workTemporary workFor contractorsWork at officeLocal areaShift work
Savannah River Nuclear Solutions
Savannah, GA3 days ago - ...As a financial analyst at SCAD Savannah, you will join a highly motivated team at the forefront of ensuring that the university's mission, vision, and values are met through critical financial planning and analyses. Reporting to the director of finance, you will articulate...Contract workMonday to FridayAfternoon shift
Savannah College of Art and Design
Savannah, GA3 days ago - Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity...Work experience placementLocal areaImmediate startRelocation
$75k - $85k
...reporting to the VP of Finance. The position requires knowledge of both Finance and Accounting principles, experience with advanced financial modeling and analysis techniques, understanding of budgeting and forecasting processes, and familiarity with acquisitions. The...Temporary workWork at officeLocal areaRemote workFlexible hoursGrabJobs
Savannah, GA5 days ago- ...Ameris Bank Financial Consultant 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...Work experience placementWork at officeFlexible hours
Ameris Bank
Pooler, GA5 days ago
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