What are the responsibilities and job description for the Wealth Manager position at United Community?
Company Description
United Community, established in 1950, is a top 100 U.S. financial institution dedicated to providing exceptional service and improving the financial well-being of individuals and communities. Offering a full suite of banking, wealth management, and mortgage services, United Community serves clients across six Southeastern states with over 200 locations. The company has received numerous accolades, including multiple J.D. Power awards for customer satisfaction, and recognitions from Forbes and Newsweek for excellence in banking and trustworthiness. United Community takes pride in its commitment to customers, employees, and communities. As an Equal Housing Lender and Member FDIC, United Community remains steadfast in delivering unparalleled financial expertise and care.
Role Description
This is a full-time, on-site role located in Nashville, TN for a Wealth Manager. The Wealth Manager will be responsible for developing and managing client relationships by providing tailored financial advice, building investment portfolios, and identifying suitable financial and insurance solutions to meet clients' goals. Responsibilities include collaborating with internal teams to analyze client financial needs, creating comprehensive financial plans, overseeing asset allocation strategies, and ensuring compliance with financial regulations. The Wealth Manager will also focus on nurturing trust and continuing to grow the client portfolio through exceptional service and strategic opportunities.
Qualifications
- Proven expertise in Financial Planning and Finance
- Proficiency in Investment Management and strategy development
- Solid understanding of Investments and portfolio management
- Experience in recommending and handling Insurance products
- Strong client relationship management and communication skills
- Bachelor's degree in Finance, Accounting, Business, or a related field (CFP, CFA, or other relevant certifications are a plus)
- Detail-oriented, analytical, and results-driven approach to identifying client needs and delivering tailored solutions
- Familiarity with financial regulations and compliance requirements