Wilson Bank & Trust ยท 1 week ago
Financial Advisor - Chattanooga
Chattanooga, TN
Full-time
Onsite
Senior Level
5+ years expWilson Bank & Trust is seeking a Financial Advisor to deliver financial planning services to their client base. The role involves proactively seeking new client relationships and providing excellent service while adhering to company values and regulatory guidelines.
BankingCommunitiesFinancial Services
Responsibilities
Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services
Proactively seek new client relationships for wealth enhancement and financial planning services
Utilize network and referrals to identify prospective clients and facilitate outreach
Serve as point of contact for existing clients and initiate timely and ongoing communication as needed
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
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
Perform other duties as assigned
Qualification
Required
Bachelor's degree
5 years of financial planning and/or investment advisory experience
Active Series 7 and 66 licenses
Current Life & Health Insurance Licenses
Clean U-4 and U-5 history
Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services
Experience with servicing high net worth clients
Proficiency with Microsoft Office Suite
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
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
Preferred
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
Company
Wilson Bank & Trust
Wilson Bank & Trust is a community bank located in Tennessee.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John McDearman III
Chief Executive Officer
LISA POMINSKI
Exec VP/CFO
Company data provided by crunchbase