Investment Advisor

UL Wealth Investment Advisors is a fee-only Registered Investment Advisory (RIA) firm based in Valdosta, Georgia, partnering with Vanguard, Ascensus and Charles Schwab. We specialize in serving clients in the building materials and manufacturing industries, offering investment strategies tailored to their unique financial goals. With over 25 years of industry expertise, our founder and team are committed to helping clients achieve financial well-being while aligning with their personal and professional goals.

At UL Wealth, we take pride in understanding industry-specific challenges and delivering excellence in financial management, enabling our clients to "live their best lives."

The Investment Advisor will play a key role in providing tailored financial planning and investment solutions to clients in the building materials and manufacturing industries. Responsibilities include evaluating client financial goals, creating customized portfolios, implementing investment strategies, and providing ongoing monitoring and advice. The Investment Advisor will also build and maintain strong client relationships through proactive communication and exceptional customer service.

This is a full-time, on-site role located in Valdosta, GA.

• Proficiency in Financial Planning and strong understanding of Investments and Investment Strategies
• Knowledge of Finance and ability to interpret financial market trends
• Excellent Customer Service skills to effectively build and maintain client relationships
• Familiarity with fee-only advisory practices is a plus
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred
• Relevant certifications such as the series 65, or similar credentials are required.
• Ability to work independently, prioritize tasks, and uphold a client-first approach to service