Wealth Advisor: Build Long-Term Prosperity

Wilson Bank & Trust; Cool Springs (AL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Employee Assistance Program

Employee Care Fund

Award ceremonies

Job summary

Wilson Bank & Trust's Wealth Management team, backed by Raymond James Investments, seeks a Financial Advisor to guide clients in college savings, retirement income, and business asset diversification. You’ll build enduring relationships starting in our offices and expanding through referrals from Retail and Lending teams, delivering investment solutions beyond traditional banking.

You translate complex markets into clear plans, celebrate portfolio milestones, and steward futures with a

Qualifications

• Bachelor's degree required.
• 5 years of financial planning and/or investment advisory experience.
• Active Series 7 and 66 licenses.
• Current Life & Health Insurance Licenses.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to work independently with strong organization and follow‑through.

Responsibilities

• Deliver financial planning services to clients using Raymond James resources.
• Serve as primary contact for existing accounts; build relationships.
• Provide proactive support to address inquiries and issues.
• Seek new client relationships for wealth enhancement.
• Collaborate with advisors and staff to deliver consistent service.
• Meet or exceed service and production-based goals.
• Maintain compliance with FINRA/SEC and banking regulations.

Skills

Financial planning

Client relationship management

Communication skills

Attention to detail

Time management

Self-motivation

Team collaboration

Sales/referrals

Education

Bachelor's degree

Tools

Microsoft Office Suite

CRM systems

Job description

Wilson Bank & Trust's Wealth Management team, backed by Raymond James Investments, seeks a Financial Advisor to guide clients in college savings, retirement income, and business asset diversification. You’ll build enduring relationships starting in our offices and expanding through referrals from Retail and Lending teams, delivering investment solutions beyond traditional banking.

You translate complex markets into clear plans, celebrate portfolio milestones, and steward futures with a