Wilson Bank & Trust
Financial Advisor - Cool Springs/Maryland Farms
Wilson Bank & Trust, Brentwood, Tennessee, United States, 37027
Financial Advisor - Cool Springs/Maryland Farms
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Financial Advisor - Cool Springs/Maryland Farms
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Wilson Bank & Trust Financial Advisor - Cool Springs/Maryland Farms
3 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor - Cool Springs/Maryland Farms
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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 client base 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. Financial Advisor
Location: Cool Springs & Brentwood
Job Summary
The Financial Advisor delivers financial planning services to client base 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.
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 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Wilson Bank & Trust by 2x Get notified about new Financial Advisor jobs in
Brentwood, TN . Brentwood, TN $60,000.00-$100,000.00 4 days ago Brentwood, TN $80,000.00-$100,000.00 1 month ago Financial Advisor - Endowments and Foundations
Nashville Metropolitan Area $70,000.00-$100,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Financial Advisor - Cool Springs/Maryland Farms
role at
Wilson Bank & Trust Financial Advisor - Cool Springs/Maryland Farms
3 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor - Cool Springs/Maryland Farms
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 client base 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. Financial Advisor
Location: Cool Springs & Brentwood
Job Summary
The Financial Advisor delivers financial planning services to client base 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.
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 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Wilson Bank & Trust by 2x Get notified about new Financial Advisor jobs in
Brentwood, TN . Brentwood, TN $60,000.00-$100,000.00 4 days ago Brentwood, TN $80,000.00-$100,000.00 1 month ago Financial Advisor - Endowments and Foundations
Nashville Metropolitan Area $70,000.00-$100,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr