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Financial Wealth Advisor

2 months ago

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

We are seeking a skilled Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and offering customized guidance to affluent clients. Your deep understanding of financial matters 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
  • At least five years of experience in financial planning
  • Extensive knowledge of financial markets, investment strategies, estate planning, tax regulations, and retirement solutions
  • Proficiency in financial planning software and analytical tools
  • Exceptional analytical, verbal, and written communication abilities
JOB FUNCTIONS
  • Perform comprehensive financial evaluations with clients
  • Create and present tailored wealth management plans
  • Advise on investment strategies, retirement planning, estate management, tax optimization, risk mitigation, and business succession
  • Collaborate with legal and tax experts to formulate holistic financial plans
  • Remain updated on financial planning methodologies and regulatory developments
  • Engage in community initiatives to broaden professional network 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

Travel requirements may reach up to 25% for this position.

We are dedicated to fostering diversity and do not discriminate based on any protected characteristics. Reasonable accommodations are provided for individuals with disabilities. This job description may be subject to modifications to incorporate additional responsibilities as necessary.