Wealth Advisor - Build Relationships & Grow Clients

SmartBank; Franklin (TN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and disability insurance

401(k) with a 4% employer match

Generous Paid Time Off

Tuition reimbursement

Job summary

SmartBank in Franklin, Tennessee is looking for a passionate Financial Advisor to help clients achieve their financial goals while building lasting relationships. The ideal candidate has a bachelor's degree and at least three years of experience in financial services or wealth management.

This role involves assessing client needs, delivering personalized wealth management solutions, and driving business growth through referrals and community relationships. Join SmartBank and enjoy competitive benefits and a collaborative culture focused on client success.

Qualifications

• Minimum of three years of experience in financial services or wealth management.
• Demonstrated success in building client relationships and growing business.

Responsibilities

• Serve as a trusted financial partner for clients.
• Assess clients' financial needs and provide tailored recommendations.
• Cultivate new relationships through referrals and networking.
• Maintain accurate client records while adhering to compliance requirements.

Skills

Relationship-building

Consultative sales

Financial analysis

Communication

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office

Wealth management technology platforms

Job description

SmartBank in Franklin, Tennessee is looking for a passionate Financial Advisor to help clients achieve their financial goals while building lasting relationships. The ideal candidate has a bachelor's degree and at least three years of experience in financial services or wealth management.

This role involves assessing client needs, delivering personalized wealth management solutions, and driving business growth through referrals and community relationships. Join SmartBank and enjoy competitive benefits and a collaborative culture focused on client success.