Wealth Advisor: Build Relationships & Financial Plans

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

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.