Financial Advisor
northwesternmutual
FULL TIME💰 USD 61K–250K/yr
Financial Advisor
ucbi· Wealth Management
About this role
Overview
Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Brunswick, 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.Frequently Asked Questions
Is the salary disclosed for the Financial Advisor position at ucbi?
The salary for this Financial Advisor role at ucbi is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Financial Advisor job at ucbi remote?
Yes, this Financial Advisor position at ucbi is remote, with team members based in Brunswick, GA, US. You can work from home or anywhere in the supported regions.
Is the Financial Advisor role at ucbi full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Financial Advisor role in the Wealth Management department at ucbi.
Which team or department does the Financial Advisor at ucbi belong to?
This Financial Advisor position is part of the Wealth Management department at ucbi. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Advisor position at ucbi?
Click the "Apply Now" button on this page. You will be redirected to ucbi's official application portal hosted on icims where you can submit your application directly.
When was the Financial Advisor job at ucbi posted?
This Financial Advisor position at ucbi was posted on Mar 26, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Advisor
ucbi
You'll be redirected to ucbi's official application page on icims.