Senior Wealth Planner for High-Net-Worth Clients

United Community Bank

Atlanta, GA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Community Banking, Customer Relationship Management (CRM), Financial Planning, High Net Worth, Investment Management
LOCATION
Atlanta, GA
POSTED
3 days ago

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.#J-18808-Ljbffr

About the Company

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United Community Bank