Financial Advisor

Wilson Bank & Trust•Brentwood, TN

110d•Onsite

About The Position

The Financial Advisor delivers financial planning services to a client base using resources provided by Raymond James Financial Services. The role serves as the primary contact for existing segmented client accounts, proactively responds to inquiries, resolves issues, and maintains client satisfaction. The advisor also develops new client relationships through networking and referrals, promotes investment models and strategies appropriate for targeted clients, and works with senior advisors, operations staff, and Retail and Lending teams to provide consistent service and facilitate referrals for investment solutions. The position is accountable for service-level and production goals related to client retention, acquisition, satisfaction, and account management, while complying with company, industry, FINRA/SEC, and federal banking requirements. The Financial Advisor reports to the WBT Wealth Management Manager. The position is based in Franklin and Brentwood and includes participation in outside community activities and extended hours as needed.

Requirements

Bachelor's degree.
Five years of financial planning and/or investment advisory experience.
Active Series 7 and Series 66 licenses.
Current Life and Health Insurance licenses.
Clean U-4 and U-5 history.
Retention of the current book goal at 60% or higher, with the ability to achieve a smooth transition of the existing book of business to Raymond James Financial Services.
Experience servicing high-net-worth clients.
Proficiency with Microsoft Office Suite.
Excellent verbal, written, presentation, and interpersonal communication skills.
Experience in relationship management and business development, with exceptional follow-up skills.
Attention to detail, critical-thinking, and problem-solving skills.
High standards of integrity, honesty, professionalism, and work ethic, with a commitment to service excellence.
Ability to work independently with strong organization and follow-through.
Flexible and efficient time management, ability to prioritize workload, and ability to meet deadlines in a fast-paced environment.
Ability and willingness to work with purpose and a strong sense of urgency.
Self-motivated, positive, enthusiastic, and driven 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 participate in outside community activities and work extended hours as needed.
Willingness to grow and be challenged.

Nice To Haves

Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF).

Responsibilities

Deliver financial planning services to clients using resources provided by Raymond James Financial Services.
Serve as the primary point of contact for existing segmented client accounts, providing timely and professional communication.
Address client inquiries, resolve issues, and maintain high satisfaction levels.
Proactively seek new client relationships for wealth enhancement and financial planning services.
Use networking 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, including senior advisors and operations team members, to deliver consistent client experiences and identify opportunities to enhance service.
Meet or exceed service-level and production 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, personal networks, and professional associations.
Comply with FINRA/SEC requirements and federal bank 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.