Financial Advisor

SmartBank; Columbus (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and dis

401(k) with employer match

Paid time off and holidays

Volunteer time off

Tuition reimbursement

Company apparel and recognition

Job summary

SmartBank in Columbus, OH is seeking a seasoned Wealth Management Advisor to cultivate trusted client relationships and guide financial goals with a comprehensive wealth management approach. You’ll help clients define short- and long-term plans, provide tailored investment and wealth-transfer strategies, and collaborate with SmartBank teams to deliver holistic solutions.

Join a growth-minded culture backed by Raymond James, with strong regulatory discipline, a robust benefits package, and

Qualifications

• Bachelor’s degree in Finance, Business Administration, Financial Management, or related field preferred.
• Minimum of three years of experience in financial services, wealth management, banking, sales, or relationship management.
• Demonstrated success building client relationships and growing business through consultative sales and referrals.
• Licensing and registrations including SIE, Series 7, Series 66 or equivalent, and Life/Health/Variable Annuity license.

Responsibilities

• Develop trusted client relationships and help clients pursue their short- and long-term financial goals.
• Deliver personalized wealth management solutions across investment, retirement, education, estate, insurance, and wealth transfer.
• Drive business growth through referrals, networking, and community involvement.
• Ensure operational and regulatory excellence with proper record keeping and compliance.

Skills

Relationship building

Consultative sales

Financial analysis

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office

Wealth management platforms

Job description

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we’re not just offering a job; we’re inviting you to be a part of a culture built on excellence.

Build Wealth. Build Relationships. Build Your Future.

At SmartBank, we believe that financial success starts with trusted relationships. As a recognized Great Place to Work® and one of the Southeast’s fastest-growing financial institutions, we are committed to helping our clients, associates, and communities thrive.

Through our partnership with Raymond James Financial Services , our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. This unique combination allows advisors to deliver comprehensive financial guidance while leveraging the strength of established banking relationships and referral opportunities.

If you’re passionate about helping clients pursue their financial goals and enjoy building lasting relationships, we’d love to connect with you.

What You’ll Do

Develop Trusted Client Relationships

• Serve as a trusted financial partner, helping clients define and pursue their short- and long-term financial goals.
• Build, deepen, and maintain relationships through proactive outreach and exceptional client service.
• Collaborate with SmartBank associates to identify opportunities to serve clients through holistic financial planning and wealth management solutions.

Deliver Personalized Wealth Management Solutions

• Assess clients’ financial needs, investment objectives, risk tolerance, and life-stage planning goals.
• Provide tailored recommendations across investment, retirement, education, estate, insurance, and wealth transfer strategies.
• Execute client trades and service requests accurately while adhering to compliance and regulatory requirements.

Drive Business Growth

• Cultivate new relationships through referrals, networking, community involvement, and business development activities.
• Leverage SmartBank’s retail, lending, treasury management, and commercial banking relationships to identify opportunities for comprehensive financial solutions.
• Grow and manage a book of business while delivering a high-touch client experience.

Ensure Operational and Regulatory Excellence

• Maintain accurate client records and documentation.
• Adhere to Raymond James and SmartBank policies, regulatory requirements, and industry best practices.
• Stay informed of market trends, economic developments, and investment opportunities to provide informed guidance.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Business Administration, Financial Management, or a related field preferred.
• Minimum of three years of experience in financial services, wealth management, banking, sales, or relationship management.
• Demonstrated success building client relationships and growing business through consultative sales and referrals.

Licensing Requirements

Candidates must obtain and maintain all required registrations and licenses, including:

• Securities Industry Essentials (SIE)
• Series 7
• Series 66 or equivalent
• Life, Health, and Variable Annuity License

What Makes You Successful

• Strongrelationship-buildingand consultative sales skills
• Exceptional communication and interpersonal abilities
• Entrepreneurial mindset with a passion for business development
• Strong financial analysis and investment knowledge
• Attention to detail and commitment to accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office and wealth management technology platforms

Why SmartBank?

At SmartBank , you’ll enjoy the best of both worlds: the relationship-focused culture of an award-winning bank combined with the strength and sophistication of the Raymond James wealth management platform.

For nearly two decades, SmartBank has been helping clients achieve their financial goals across Tennessee, Alabama, and Florida by living our core values: Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace Change. Our purpose is simple: create "WOW" experiences for every client, every day.

We invest in our associates, too. In addition to a competitive compensation package, we offer:

• Medical, dental, vision, life, and disability insurance
• 401(k) with a 4% employer match
• Generous Paid Time Off, SmartFlex Days, and 11 paid company holidays
• Paid volunteer time to support the communities we serve
• Tuition reimbursement and professional development opportunities
• Company-provided apparel and associate recognition programs

At SmartBank, you’ll find a collaborative culture where you’re empowered to build meaningful client relationships, grow your career, and make a lasting impact in your community. We celebrate success, encourage innovation, and believe that exceptional associate experiences lead to exceptional client experiences.

Join a Team Where Relationships Matter