Financial Advisor - Chattanooga

Wilson Bank & Trust; Chattanooga (TN); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in the banking sector is seeking a Financial Advisor in Chattanooga. The role involves managing client relationships, providing financial planning services, and achieving retention goals. Ideal candidates will have strong communication skills, relevant licenses, and experience in financial planning. Join a successful team that values client service and professional development.

Qualifications

• At least 3 years of financial planning and/or investment advisory experience.
• Active Series 7 and 66 licenses required.

Responsibilities

• Achieve a retention goal of 60%+ for current clients.
• Proactively seek new client relationships.
• Provide financial planning services to clients.

Skills

Communication

Relationship Management

Business Development

Organizational Skills

Time Management

Education

Bachelor's degree or higher

Tools

Microsoft Office

Job description

Join to apply for the 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