Wealth Advisor | Build Relationships & Grow Your Book

SmartBank; Columbus (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision, life, anddis

401(k) with 4% employer match

Paid Time Off, SmartFlex Days, 11 paid

Paid volunteer time

Tuition reimbursement and professional

Company-provided apparel and associate

Job summary

SmartBank is seeking a wealth management advisor to build trusted client relationships and deliver tailored investment and planning solutions. You will assess client needs, provide recommendations across assets, retirement, estate and insurance planning, and execute trades with regulatory compliance.

The role emphasizes growth through referrals and exceptional service, with access to Raymond James platform and a strong, client-focused culture.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Financial Management, or related field preferred.
• Minimum of three years of experience in financial services, wealth management, banking, sales, or relationship management.
• SIE, Series 7, Series 66 or equivalent Life, Health, and Variable Annuity license.

Responsibilities

• Develop trusted client relationships and act as a financial partner to pursue short- and long-term goals.
• Deliver personalized wealth management solutions across investments, retirement, estate and insurance planning.
• Drive business growth through referrals, networking and client service, leveraging the firm’s platform.
• Maintain accurate records and comply with regulatory requirements and policies.

Skills

Relationship-building

Consultative sales

Communication skills

Interpersonal abilities

Entrepreneurial mindset

Business development

Financial analysis

Investment knowledge

Attention to detail

MS Office

Wealth management platforms

Education

Bachelor’s degree in Finance

Bachelor’s degree in related field

Tools

Wealth management platforms

Microsoft Office

Job description

SmartBank is seeking a wealth management advisor to build trusted client relationships and deliver tailored investment and planning solutions. You will assess client needs, provide recommendations across assets, retirement, estate and insurance planning, and execute trades with regulatory compliance.

The role emphasizes growth through referrals and exceptional service, with access to Raymond James platform and a strong, client-focused culture.