Wilson Bank & Trust
Financial Advisor - Chattanooga
Wilson Bank & Trust, Chattanooga, Tennessee, United States, 37450
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Financial Advisor - Chattanooga
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Wilson Bank & Trust
Seeking an experienced Financial Advisor (FA) to expand their current book of business and join the Chattanooga-area team. The FA will work independently within a successful team, building their own success while leveraging the reputation and resources of Wilson Bank & Trust and Raymond James Financial Services. Responsibilities
Create a smooth transition for existing book of business to Raymond James Achieve a retention goal of 60%+ for current clients Proactively seek new client relationships Source prospective business through networking and referrals Provide financial planning services to clients using Raymond James resources Maintain proactive communication with clients Promote the branch’s wealth enhancement and planning services Implement investment models and strategies suitable for clients Collaborate with team members and staff effectively Follow all company and industry supervisory guidelines and policies Participate in meetings, training, community events, and continuing education Ensure compliance with federal regulations, including the Bank Secrecy Act/AML laws Perform other duties as assigned Industry Experience Requirements
At least 3 years of financial planning and/or investment advisory experience (preferred) Experience servicing high net worth clients Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history CFP designation (preferred) Knowledge, Skills, & Abilities
Excellent communication skills (verbal, written, presentation, interpersonal) Strong relationship management and business development skills Exceptional follow-up skills Client service-oriented attitude Organizational and time management skills Proficiency in Microsoft Office Bachelor's degree or higher (strongly preferred) Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Banking
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Financial Advisor - Chattanooga
role at
Wilson Bank & Trust
Seeking an experienced Financial Advisor (FA) to expand their current book of business and join the Chattanooga-area team. The FA will work independently within a successful team, building their own success while leveraging the reputation and resources of Wilson Bank & Trust and Raymond James Financial Services. Responsibilities
Create a smooth transition for existing book of business to Raymond James Achieve a retention goal of 60%+ for current clients Proactively seek new client relationships Source prospective business through networking and referrals Provide financial planning services to clients using Raymond James resources Maintain proactive communication with clients Promote the branch’s wealth enhancement and planning services Implement investment models and strategies suitable for clients Collaborate with team members and staff effectively Follow all company and industry supervisory guidelines and policies Participate in meetings, training, community events, and continuing education Ensure compliance with federal regulations, including the Bank Secrecy Act/AML laws Perform other duties as assigned Industry Experience Requirements
At least 3 years of financial planning and/or investment advisory experience (preferred) Experience servicing high net worth clients Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history CFP designation (preferred) Knowledge, Skills, & Abilities
Excellent communication skills (verbal, written, presentation, interpersonal) Strong relationship management and business development skills Exceptional follow-up skills Client service-oriented attitude Organizational and time management skills Proficiency in Microsoft Office Bachelor's degree or higher (strongly preferred) Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Banking
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