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Financial Wealth Consultant

2 months ago

Orlando, Florida, United States United Community Bank Full time
WEALTH STRATEGIST

We are seeking a dedicated Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and delivering customized financial guidance to affluent clients. Your proficiency in various financial domains will be essential in assisting clients to realize their financial aspirations.

EDUCATION AND EXPERIENCE REQUIREMENTS
  • Bachelor's degree in finance, business, or a related field
  • Preferred qualifications include JD or CPA certifications
  • Mandatory certification in CFP
  • A minimum of five years in financial planning or advisory roles
  • In-depth understanding of financial markets, investment vehicles, estate planning, tax regulations, and retirement solutions
  • Experience with financial planning software and analytical tools
  • Exceptional analytical, verbal, and written communication abilities
JOB FUNCTIONS
  • Perform comprehensive financial evaluations with clients
  • Create and present individualized wealth management plans
  • Offer insights on investments, retirement strategies, estate planning, tax optimization, risk management, and succession planning
  • Collaborate with legal and tax experts to formulate holistic financial strategies
  • Remain updated on financial planning methodologies and regulatory developments
  • Engage in community initiatives to broaden professional networks and visibility
  • Contribute to business expansion through client acquisition and asset management
WORK ENVIRONMENT

This role requires flexibility in working hours, including evenings and weekends.

TRAVEL

Occasional travel, up to 25%, may be required for this position.

We are committed to fostering an inclusive environment and do not discriminate based on any protected class. Reasonable accommodations are available for individuals with disabilities. This job description may evolve to include additional responsibilities as necessary.