Wilson Bank & Trust
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Financial Advisor - West End
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Wilson Bank & Trust . Get AI-powered advice on this job and more exclusive features. Job Summary The Financial Advisor delivers financial planning services to clients 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 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. Location:
Nashville, West End Required Qualifications: 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 Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred 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 communication skills Relationship management and business development experience Attention to detail and problem-solving skills High standards for integrity and professionalism Commitment to service excellence Ability to work independently and manage time effectively Flexibility and efficiency in time management Self-motivated, positive attitude, and enthusiasm Maintain confidentiality and discretion Professional interaction with customers and colleagues Ability to collaborate and achieve business objectives Participation in community activities and willingness to work extended hours Desire for growth and challenges Additional Details: Seniority level:
Mid-Senior level Employment type:
Full-time Job function:
Finance and Sales Industries:
Banking Referrals can double your chances of interview at Wilson Bank & Trust. Get notified about new Financial Advisor jobs in Nashville, TN.
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Financial Advisor - West End
role at
Wilson Bank & Trust . Get AI-powered advice on this job and more exclusive features. Job Summary The Financial Advisor delivers financial planning services to clients 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 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. Location:
Nashville, West End Required Qualifications: 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 Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred 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 communication skills Relationship management and business development experience Attention to detail and problem-solving skills High standards for integrity and professionalism Commitment to service excellence Ability to work independently and manage time effectively Flexibility and efficiency in time management Self-motivated, positive attitude, and enthusiasm Maintain confidentiality and discretion Professional interaction with customers and colleagues Ability to collaborate and achieve business objectives Participation in community activities and willingness to work extended hours Desire for growth and challenges Additional Details: Seniority level:
Mid-Senior level Employment type:
Full-time Job function:
Finance and Sales Industries:
Banking Referrals can double your chances of interview at Wilson Bank & Trust. Get notified about new Financial Advisor jobs in Nashville, TN.
#J-18808-Ljbffr