Wealth Advisor - Build Relationships & Grow Clients' Goals

SmartBank; North Carolina; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer match

Paid time off and holidays

Job summary

SmartBank, a recognized Great Place to Work employer, seeks a Wealth Management Advisor to build trusted client relationships and deliver holistic financial planning. You will assess clients' goals, recommend investment strategies, and work with Raymond James platform to execute trades while staying compliant.

This role calls for a bachelor’s in finance or related field, 3+ years in financial services, and licenses (SIE, Series 7/66 or life/health/annuities).

Qualifications

• Bachelor's degree in Finance, Business Administration, Financial Management, or related field.
• Minimum of three years in financial services, wealth management, banking, sales, or relationship management.
• Licensing: SIE, Series 7, Series 66 or Life, Health, and Variable Annuity licenses.

Responsibilities

• Develop trusted client relationships and holistic financial planning.
• Assess clients' needs and provide tailored investment recommendations.
• Execute client trades and service requests while complying with regulations.
• Grow book of business through referrals and strategic networking.

Skills

Relationship building

Consultative sales

Financial analysis

Investment knowledge

Interpersonal skills

Education

Bachelor's in Finance/related field

Tools

MS Office

Wealth management platforms

Job description

SmartBank, a recognized Great Place to Work employer, seeks a Wealth Management Advisor to build trusted client relationships and deliver holistic financial planning. You will assess clients' goals, recommend investment strategies, and work with Raymond James platform to execute trades while staying compliant.

This role calls for a bachelor’s in finance or related field, 3+ years in financial services, and licenses (SIE, Series 7/66 or life/health/annuities).