Senior Financial Advisor - Personalize Plans & Portfolios
Listed on 2026-11-06
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
United Community is seeking a proactive Financial Advisor to expand its client base and deliver comprehensive financial planning and investment management services. You will guide clients in retirement and estate planning, asset allocation, and investment strategies, building lasting relationships.
Requirements include 3+ years in financial planning, Series 63/6 licenses (Series 7 optional), and life/annuities licenses; CFP is a plus.
We are currently recruiting a Senior Financial Advisor
- Personalize Plans & Portfolios for our team in Lawrenceville, GA, United States.
Step into the Senior Financial Advisor
- Personalize Plans & Portfolios role at United Community in Lawrenceville, GA, 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.
All applications are reviewed carefully by our team.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).