Financial Advisor

SmartBank•Columbus, OH

84d

About The Position

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. Build Wealth. Build Relationships. Build Your Future. At SmartBank, we believe that financial success starts with trusted relationships. As a recognized Great Place to Work® and one of the Southeast's fastest-growing financial institutions, we are committed to helping our clients, associates, and communities thrive. Through our partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. This unique combination allows advisors to deliver comprehensive financial guidance while leveraging the strength of established banking relationships and referral opportunities. If you're passionate about helping clients pursue their financial goals and enjoy building lasting relationships, we'd love to connect with you.

Requirements

Bachelor's degree in Finance, Business Administration, Financial Management, or a related field preferred.
Minimum of three years of experience in financial services, wealth management, banking, sales, or relationship management.
Demonstrated success building client relationships and growing business through consultative sales and referrals.
Candidates must obtain and maintain all required registrations and licenses, including: Securities Industry Essentials (SIE), Series 7, Series 66 or equivalent, Life, Health, and Variable Annuity License.
Strong relationship-building and consultative sales skills
Exceptional communication and interpersonal abilities
Entrepreneurial mindset with a passion for business development
Strong financial analysis and investment knowledge
Attention to detail and commitment to accuracy
Ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office and wealth management technology platforms

Responsibilities

Serve as a trusted financial partner, helping clients define and pursue their short- and long-term financial goals.
Build, deepen, and maintain relationships through proactive outreach and exceptional client service.
Collaborate with SmartBank associates to identify opportunities to serve clients through holistic financial planning and wealth management solutions.
Assess clients' financial needs, investment objectives, risk tolerance, and life-stage planning goals.
Provide tailored recommendations across investment, retirement, education, estate, insurance, and wealth transfer strategies.
Execute client trades and service requests accurately while adhering to compliance and regulatory requirements.
Cultivate new relationships through referrals, networking, community involvement, and business development activities.
Leverage SmartBank's retail, lending, treasury management, and commercial banking relationships to identify opportunities for comprehensive financial solutions.
Grow and manage a book of business while delivering a high-touch client experience.
Maintain accurate client records and documentation.
Adhere to Raymond James and SmartBank policies, regulatory requirements, and industry best practices.
Stay informed of market trends, economic developments, and investment opportunities to provide informed guidance.