Financial Advisor

Wilson Bank & Trust; Brentwood (TN); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Generous ATO

Personal days

Sick time

100% pay STD

Employee Assistance Program

Employee Care Fund

Awards ceremonies

Digital rewards platform

Job summary

Wilson Bank & Trust seeks a Financial Advisor to deliver comprehensive financial planning services to its client base, leveraging Raymond James resources. You serve as the primary contact for existing clients and grow relationships by partnering with Retail and Lending teams to identify needs and referrals for investment solutions.

You will translate complex markets into understandable plans, guiding clients through retirement income, college savings, and diversification of a growing business’s

Qualifications

• 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 transition existing book 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.
• Ability to work independently with strong organization and follow-through.
• Strong time management and ability to meet deadlines in a fast-paced environment.
• Willing to grow, be challenged, and maintain confidentiality.

Responsibilities

• Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services.
• Serve as the primary point of contact for existing client accounts with timely, professional communication.
• Provide proactive support to address inquiries, resolve issues, and maintain high satisfaction.
• Proactively seek new client relationships for wealth enhancement and financial planning services.
• Utilize network and referrals to identify prospective clients and facilitate outreach.
• Promote investment models and strategies suitable for targeted clients.
• Collaborate with advisors and staff to deliver consistent client experiences.
• Meet or exceed service-level and production-based goals related to retention, acquisition, satisfaction, and account management.
• Adhere to FINRA/SEC and federal bank regulations and laws, including Bank Secrecy Act/AML.
• Attend training and participate in outside community activities as required.

Education

Bachelor's degree

Job description

It\'s fun to work in a company where people truly BELIEVE in what they\'re doing! We\'re committed to bringing passion and customer focus to the business.

Financial Advisor

Location: Franklin & Brentwood

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.

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.

Job Duties And Responsibilities

• Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services
• Serve as the primary point of contact for existing segmented client accounts, ensuring timely and professional communication
• Provide proactive support to address client inquiries, resolve issues, and maintain high satisfaction levels
• Proactively seek new client relationships for wealth enhancement and financial planning services
• Utilize network and referrals to identify prospective clients and facilitate outreach
• 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
• 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
• 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
• Participate in outside community activities as required
• Perform other duties as assigned

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

Comprehensive Benefits & Recognition

• generous ATO
• personal days
• sick time
• the ability to combine accrued time with short-term disability for 100% pay
• Employee Assistance Program
• Employee Care Fund
• peer-nominated award ceremonies
• interactive digital rewards platform

Grow With Us

“Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands‑on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you\'ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.