Financial Advisor

SmartBank; Columbus (GA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision, life & AD

401(k) match

Paid time off and holidays

Tuition reimbursement

Professional development opportunities

Company-provided apparel and associate

Community involvement programs

Job summary

SmartBank is actively seeking a Wealth Advisor to develop trusted client relationships and deliver holistic wealth management solutions. The role emphasizes proactive client service, relationship growth, and alignment with regulatory standards in a fast-paced environment.

You will collaborate with the Raymond James wealth platform to provide tailored investment and financial planning guidance, while expanding your book of business and delivering high-touch client experiences.

Qualifications

• Bachelor's degree required in finance or related field with strong academic record.
• Minimum of three years of experience in financial services, wealth management, banking, sales, or relationship management.

Responsibilities

• Develop Trusted Client Relationships and serve as a financial partner to help clients define short- and long-term goals.
• Build, deepen, and maintain relationships through proactive outreach and exceptional client service.

Skills

Relationship-building

Consultative sales

Communication skills

Entrepreneurial mindset

Attention to detail

Financial analysis

Education

Bachelor's degree in Finance, Business Administration, Financial Management, 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 DoDevelop Trusted Client RelationshipsServe 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 SolutionsAssess 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 GrowthCultivate 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 ExcellenceMaintain 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.QualificationsEducation & ExperienceBachelor'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 RequirementsCandidates must obtain and maintain all required registrations and licenses, including:Securities Industry Essentials (SIE)Series 7Series 66 or equivalentLife, Health, and Variable Annuity LicenseWhat Makes You SuccessfulStrong relationship-building and consultative sales skillsExceptional communication and interpersonal abilitiesEntrepreneurial mindset with a passion for business developmentStrong financial analysis and investment knowledgeAttention to detail and commitment to accuracyAbility to manage multiple priorities in a fast-paced environmentProficiency with Microsoft Office and wealth management technology platformsWhy 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 insurance401(k) with a 4% employer matchGenerous Paid Time Off, SmartFlex Days, and 11 paid company holidaysPaid volunteer time to support the communities we serveTuition reimbursement and professional development opportunitiesCompany-provided apparel and associate recognition programsAt 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 MatterIf you're motivated by helping clients achieve financial confidence while growing your own career, we invite you to explore this opportunity with SmartBank.Work Location: In person