Full-Time
Wealth Strategist
Posted on 8/18/2026
United Community
1,001-5,000 employees
Offers banking, wealth management, mortgages
No salary listed
Atlanta, GA, USA
In Person
Bachelor's, JD
 Finance & Banking (1) |
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- At least 5 years of financial planning experience.
- A bachelor's degree in a business-related field or equivalent experience.
- A Certified Financial Planner designation.
- Deep understanding of financial markets, estate and tax planning, and retirement strategies.
- Experience with financial planning software and tools.
- Ability to work independently and collaboratively across teams.
- Ability to build trust with clients through professional presence and interpersonal skills.
- Ability to pass a criminal background and credit check.
- Lead discovery meetings to understand clients' financial goals, values, and priorities.
- Conduct in-depth financial assessments covering income, assets, liabilities, and risk tolerance.
- Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
- Partner with legal, tax, and other professionals to deliver holistic financial advice.
- Maintain accurate records of client information and planning activities.
- Ensure compliance with relevant laws, regulations, and internal standards.
- Collaborate with internal teams to enhance the overall client experience.
- Build and maintain internal and external networks to drive new business.
- Stay current on financial planning trends, tax law changes, and regulatory updates.
- Represent the bank at community events to build visibility and attract new prospects.
- Support business growth by acquiring new assets from existing and prospective clients.
- Perform other duties as needed.
- JD or CPA credentials.
- Advanced degrees or certifications such as JD or CPA.
- Specialized training in financial planning or wealth management.
United Community provides a range of financial services across the Southeast, including banking, wealth management, and mortgage services, through more than 200 locations in six states. It serves individuals and businesses with checking and savings, loans, investments, and home financing. The company works by offering in-person and digital banking options, guided by a local presence and customer service focus. It differentiates itself through strong customer satisfaction, consistently earning awards from JD Power, Forbes, Newsweek, and American Banker for trust, best banks to work for, and overall service quality. Its goal is to help people and communities improve their financial well-being by delivering reliable, community-focused financial care through accessible branches and a full suite of financial products.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
null
Founded
1950
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Simplify's Take
What believers are saying
- Peach State merged August 1, 2026, adding deposits and strengthening Gainesville market share.
- Q2 2026 NIM reached 3.68%, the sixth straight quarter of expansion.
- Tom Speir and Sean Simpson arrive in August-September 2026, sharpening finance and commercial growth.
What critics are saying
- Navitas still drives about 50% of net charge-offs; closing by third quarter 2026 removes earnings.
- Q2 2026 EPS missed estimates; another miss after Peach State integration pressures valuation.
- CFO Jefferson Harralson exits September 8, 2026; execution risk rises during capital reshaping.
What makes United Community unique
- United Community spans 200 offices across six Southeast states, plus SBA and equipment finance.
- J.D. Power named it Southeast retail satisfaction leader for 12 of 17 years.
- Its culture attracts talent: American Banker ranked it a Best Bank to Work For nine years.
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Benefits
Flexible Work Hours
Company News
United Community has appointed Tom Speir as executive vice president and chief financial officer, effective 8 September. Speir brings over 20 years of financial experience, including balance sheet management, M&A, strategic planning, and investor relations. He will oversee the bank's financial direction, capital management, and investor relations whilst supporting United's long-term growth. Speir succeeds Jefferson Harralson, who announced his retirement earlier this year. Chief executive Lynn Harton praised Speir's financial expertise, strategic planning skills, and investment community relationships. The Greenville, South Carolina-based bank had $29.1 billion in assets as of 30 June 2026 and operates 200 offices across six southeastern states.
United Community announced Sean Simpson has joined as chief commercial banking officer. Simpson brings over 25 years of banking and financial services experience to the role. In his new position, Simpson will lead United's commercial banking strategy and specialty banking lines, including asset-based lending, middle market, franchise, commercial real estate, renewable energy, treasury services, and public finance. Throughout his career, Simpson has led large, multi-line banking organisations, developed growth strategies, and recruited high-performing teams whilst improving sales productivity and financial performance. Simpson holds an MBA from the University of Florida and a finance degree from Auburn University. He completed The Executive Program at the University of Virginia. As of 30 June 2026, United Community Banks had $29.1 billion in assets and operated 200 offices across six southeastern states.
United Community Banks, Inc. announces quarterly cash dividend on common stock. GREENVILLE, S.C., Aug. 13, 2026 (GLOBE NEWSWIRE) - United Community Banks, Inc. (NYSE: UCB) (the "Company") reported that its Board of Directors approved a 4% increase in the quarterly cash dividend on the Company's common stock, raising the dividend to $0.26 per share. The dividend is payable on October 5, 2026, to shareholders of record as of September 15, 2026. About United Community United Community Banks, Inc. (NYSE: UCB) is the financial holding company for United Community, a top-100 U.S. financial institution committed to building stronger communities and improving the financial health and well-being of its customers. United Community offers a full range of banking, mortgage and wealth management services. As of June 30, 2026, the Company had $29.1 billion in assets and operated 200 offices across Alabama, Florida, Georgia, North Carolina, South Carolina, and Tennessee. The Company also manages a nationally recognized SBA lending franchise and an equipment finance subsidiary, extending its reach to businesses across the country. United Community is the most awarded bank in the Southeast for Retail Banking Customer Satisfaction by J.D. Power, earning more awards than any other bank in the region, including recognition in 12 of the last 17 years. The Company has also been named one of the "Best Banks to Work For" by American Banker for nine consecutive years. In commercial banking, United Community earned multiple 2026 Greenwich Best Bank awards for Small Business Banking. Forbes has consistently named United Community among the World's Best and America's Best Banks. Learn more at www.ucbi.com.
United Community Banks has appointed Carl S. Carande to its Board of Directors. Carande brings 40 years of experience in financial services and Big Four consulting, with expertise in finance, enterprise risk, technology, and organisational strategy. He spent 25 years with KPMG, where he held senior leadership roles including Global Head of Advisory and US Advisory Vice Chair. During his tenure, he rebuilt the firm's Southeast Advisory practice and developed a Business Integration Risk Management offering. Prior to KPMG, Carande served as global director of corporate cash management pricing and analysis for Bank of America, managing a function across products generating $1.4 billion in revenue. United Community Banks operates 200 offices across six southeastern states with $29.1 billion in assets as of 30 June 2026.
United Community Banks, Inc. (NYSE: UCB) Q2 earnings: A deep dive into regional bank performance. July 22, 2026 | United Community Banks, Inc. (NYSE: UCB) reported Q2 2026 earnings per share (EPS) of $0.71, missing analyst estimates, while revenue reached $279.28 million, showing a 7.3% year-over-year increa... | * Full name United Community Banks, Inc. * Registration country USA * Industry Banks * М/S&P/F *** / *** / *** Try in 7-days Demo access. Free for company representative * Evaluate advanced analytical tools * Get full online access to the database * Try its powerful bond screener * Track bond prices from 400+ sources