Senior Wealth Strategist - Holistic HNW Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals.
The ideal candidate has over 5 years of financial planning experience, a Bachelor's degree, and a CFP designation. They should possess strong analytical skills and a deep understanding of financial markets. The position is an excellent opportunity for those looking to build client relationships.
This opportunity is for the Senior Wealth Strategist
- Holistic HNW Planning role at United Community Bank.
Step into the Senior Wealth Strategist
- Holistic HNW Planning role at United Community Bank in Brentwood, TN, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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