Financial Advisor

Wilson Bank & Trust•Nashville, TN

110d

About The Position

The Financial Advisor I delivers financial planning services to a client base using resources provided by Raymond James Financial Services. The role serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the company’s values and supporting its mission. The advisor builds long-term relationships with clients, helps translate complex markets into understandable plans, and supports goals such as college savings, retirement income, and business asset diversification. Working with Retail and Lending teams, the advisor identifies client needs and facilitates referrals for investment solutions. The position promotes suitable investment models and strategies, collaborates with senior advisors and operations staff, and works toward client retention, acquisition, satisfaction, and account-management goals. It also requires compliance with company, industry, FINRA/SEC, and federal banking regulations.

Requirements

Bachelor's degree.
Active Series 7 and 66 licenses.
Current Life & Health Insurance Licenses.
Clean U-4 and U-5 history.
Proficiency with Microsoft Office and other standard software applications.
Excellent verbal, written, presentation, and interpersonal communication skills.
Relationship management and business development experience, with exceptional follow-up skills.
Attention to detail, critical thinking, and problem-solving skills.
High standards of integrity, honesty, professionalism, and work ethic.
Commitment to service excellence.
Ability to work independently with strong organization and follow-through.
Flexible and efficient time management; ability to prioritize workload and meet deadlines in a fast-paced environment.
Ability and willingness to work with purpose and urgency.
Self-motivated, positive, and enthusiastic approach; self-starter with a strong desire to exceed expectations.
Ability to maintain confidentiality and discretion.
Ability to interact with customers and employees in a friendly and professional manner.
Ability to collaborate effectively with others to achieve business objectives.
Willingness to grow and be challenged.

Nice To Haves

Fully licensed or three years of financial planning and/or investment advisory experience.
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) designation.
Experience servicing high-net-worth clients.

Responsibilities

Deliver financial planning services using resources provided by Raymond James Financial Services.
Serve as the primary contact for existing segmented client accounts and communicate with clients in a timely, professional manner.
Support client inquiries, resolve issues, and maintain high satisfaction levels.
Seek new client relationships for wealth enhancement and financial planning services.
Use networks and referrals to identify prospective clients and facilitate outreach.
Promote established investment models and strategies suitable for targeted clients.
Collaborate with other advisors and staff using a team approach.
Work with senior advisors and operations team members to provide consistent client experiences and identify service opportunities.
Meet or exceed service-level and production-based goals for client retention, acquisition, satisfaction, and account management.
Follow company and industry supervisory guidelines and policies.
Maintain professional and technical knowledge through workshops, continuing education, professional publications, networking, and professional associations.
Comply with FINRA/SEC requirements and federal banking regulations and laws, including consumer protection and Bank Secrecy Act/Anti-Money Laundering requirements.
Attend training as requested.
Participate in outside community activities as required.
Perform other duties as assigned.