Financial Advisor

Wilson Bank & Trust•Lebanon, TN

8d•Onsite

About The Position

Be the Steward of Long‑Term Prosperity Meet neighbors who are ready to map out college savings, plan retirement income, or diversify a growing business’s assets. Our WBT Wealth Management team is backed by Raymond James Investments, to be the trusted advisors who bring clarity and confidence to long‑term goals. In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank’s traditional capabilities. Through employing Raymond James Financial Advisors, we connect customers to a broader platform of investment strategies while keeping the personal, community‑first approach that defines our bank. You’ll translate complex markets into understandable plans, celebrate milestones as portfolios evolve, and serve as a steady guide through changing seasons. This isn’t just managing money; it’s stewarding futures. Position Summary The Financial Advisor I delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor I 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 the mission.

Requirements

Bachelor's degree
Fully licensed or 3 years of financial planning and/or investment advisory experience preferred
Active Series 7 and 66 licenses
Current Life & Health Insurance Licenses
Clean U-4 and U-5 history
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
Experience with servicing high net worth clients
Proficiency with Microsoft Office and other standard software applications
Excellent verbal, written, presentation, and interpersonal communication skills
Experience with relationship management and business development with exceptional follow-up skills
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged

Nice To Haves

Fully licensed or 3 years of financial planning and/or investment advisory experience
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF)

Responsibilities

Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services
Serve as the primary point of contact for existing segmented client accounts, ensuring timely and professional communication
Provide proactive support to address client inquiries, resolve issues, and maintain high satisfaction levels
Proactively seek new client relationships for wealth enhancement and financial planning services
Utilize network and referrals to identify prospective clients and facilitate outreach
Promote established investment models and strategies that are suitable for targeted clients
Embrace a team approach, as well as communicate and collaborate with other advisors and staff
Work closely with senior advisors and operations team members to deliver consistent client experiences and identify opportunities for enhanced service
Responsible for meeting or exceeding service-level and production-based goals related to client retention, acquisition, satisfaction, and account management
Adhere to all company and industry supervisory guidelines and policies
Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations
Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Participate in outside community activities as required
Perform other duties as assigned