Wealth Management Financial Assistant

Wilson Bank & Trust•Lebanon, TN

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.

Requirements

Bachelor's degree
Experience with servicing high net worth clients
Proficiency with Microsoft Office and other standard software applications
Excellent verbal, written, presentation, and interpersonal communication 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

Active Series 7 and 66 licenses preferred
Current Life & Health Insurance Licenses preferred

Responsibilities

Provide administrative support for the WBT Wealth Management team to include preparing documents, compiling reports, and drafting correspondence
Serve point of contact for existing client accounts, facilitating timely and professional communication to address client inquiries, resolve issues, and maintain high satisfaction levels
Schedule client reviews
Coordinate special projects including mailings and client seminars
Represent the department with cross-departmental and community initiatives
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
Attend training as requested
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
Participate in outside community activities as required
Perform other duties as assigned