Wealth Advisor – Build Relationships & Grow Your Career

SmartBank; Columbus (OH); Hybride; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision, life, and dis

401(k) with employer match

Paid time off and holidays

Volunteer time off

Tuition reimbursement

Company apparel and recognition

Résumé du poste

SmartBank in Columbus, OH is seeking a seasoned Wealth Management Advisor to cultivate trusted client relationships and guide financial goals with a comprehensive wealth management approach. You’ll help clients define short- and long-term plans, provide tailored investment and wealth-transfer strategies, and collaborate with SmartBank teams to deliver holistic solutions.

Join a growth-minded culture backed by Raymond James, with strong regulatory discipline, a robust benefits package, and

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.
• Demonstrated success building client relationships and growing business through consultative sales and referrals.
• Licensing and registrations including SIE, Series 7, Series 66 or equivalent, and Life/Health/Variable Annuity license.

Responsabilités

• Develop trusted client relationships and help clients pursue their short- and long-term financial goals.
• Deliver personalized wealth management solutions across investment, retirement, education, estate, insurance, and wealth transfer.
• Drive business growth through referrals, networking, and community involvement.
• Ensure operational and regulatory excellence with proper record keeping and compliance.

Connaissances

Relationship building

Consultative sales

Financial analysis

Communication skills

Formation

Bachelor's degree in Finance or related field

Outils

Microsoft Office

Wealth management platforms

Description du poste

SmartBank in Columbus, OH is seeking a seasoned Wealth Management Advisor to cultivate trusted client relationships and guide financial goals with a comprehensive wealth management approach. You’ll help clients define short- and long-term plans, provide tailored investment and wealth-transfer strategies, and collaborate with SmartBank teams to deliver holistic solutions.

Join a growth-minded culture backed by Raymond James, with strong regulatory discipline, a robust benefits package, and