Home › Companies › Careers Ucbi Icims Com › Financial Advisor
Financial Advisor
Careers Ucbi Icims Com · Brunswick, GA, US · Remote · Active · iCIMS
Job facts
| Field | Value |
|---|---|
| Company | Careers Ucbi Icims Com |
| Title | Financial Advisor |
| Normalized title | - |
| Department / team | Wealth Management |
| Location | Brunswick, GA, United States |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | iCIMS |
| Posted / first seen | 2026-03-26 / 2026-05-31 |
| Changed / last seen | 2026-06-01 / 2026-06-23 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Careers Ucbi Icims Com. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through iCIMS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Brunswick. | Open |
| Department jobs | Active postings in Wealth Management. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Careers Ucbi Icims Com |
| Source | 67d44b2a-d662-4608-8044-39fa27a8ca08 |
| ATS provider | iCIMS |
Description
Overview
Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Brunswick, GA. As a Financial Advisor , you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.
What You’ll Do
Build Relationships: Connect with clients to understand their financial needs and goals.
Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
Stay Informed: Keep up with industry trends and regulations to offer the most current advice.
Requirements For Success
Experience:
At least 3 years in financial planning and investment management.
Experience with high net worth clients is a plus.
Education:
Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
A Master's degree is a bonus.
Required Skills:
Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
Applicable State Life and Annuity Insurance Licenses.
Strong analytical and problem-solving abilities.
Excellent communication and interpersonal skills.
Preferred Skills:
Certified Financial Planner (CFP) designation.
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Pay Range USD $0.00 - USD $0.00 /Yr.
Full job record
| Job ID | 1fb82dc43ac8d1c5450e3116fc35a2344878a043 |
| Org ID | 3c4d23ae-2e60-45ee-b075-dffd8eb904d2 |
| Source ID | 67d44b2a-d662-4608-8044-39fa27a8ca08 |
| Board ID | 67d44b2a-d662-4608-8044-39fa27a8ca08 |
| Provider | icims |
| Provider Job Key | 1738 |
| Title | Financial Advisor |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Brunswick, GA, US |
| Department | Wealth Management |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | GA |
| City | Brunswick |
| Salary Raw | Overview Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Brunswick, GA. As a Financial Advisor , you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success. What You’ll Do Build Relationships: Connect with clients to understand their financial needs and goals. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies. Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives. Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals. Stay Informed: Keep up with industry trends and regulations to offer the most current advice. Requirements For Success Experience: At least 3 years in financial planning and investment management. Experience with high net worth clients is a plus. Education: Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute). A Master's degree is a bonus. Required Skills: Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7). Applicable State Life and Annuity Insurance Licenses. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. Preferred Skills: Certified Financial Planner (CFP) designation. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Pay Range USD $0.00 - USD $0.00 /Yr. |
| Salary Min | 0 |
| Salary Max | 0 |
| Salary Currency | USD |
| Salary Period | — |
| Source URL | https://careers-ucbi.icims.com/jobs/1738/financial-advisor/job |
| Apply URL | https://careers-ucbi.icims.com/jobs/1738/financial-advisor/job |
| First Seen At | 2026-05-31 18:42:05Z |
| Last Seen At | 2026-06-23 08:30:58Z |
| Last Checked At | 2026-06-23 08:30:58Z |
| Last Changed At | 2026-06-01 13:54:00Z |
| Inactive At | — |
| Source Posted At | 2026-03-26 04:00:00Z |
| Source Updated At | 2026-03-26 12:49:37Z |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=icims/board=careers-ucbi.icims.com/date=2026-06-23/2026-06-23T08-30-54-351Z-b5652d7405bd6c1bf8951f0a4c4e518ec46971082d671f46615178c36bb9cf14.json |
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