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Senior Wealth Planner High-Net-Worth Clients
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-26
Listing for:
United Community Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
United Community Bank is seeking a Wealth Strategist in Atlanta, GA. In this full-time role, you will develop personalized financial plans for high-net-worth clients and collaborate with Private Bankers and Investment Management teams. Candidates must have 5+ years of financial planning experience, a Bachelor's degree in a business-related field, and a Certified Financial Planner (CFP) designation. This position is on-site and offers a dynamic work environment with opportunities to engage in client relationship management.
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Position Requirements
10+ Years
work experience
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