Wealth Advisor — Build Wealth & Trusted Relationships

SmartBank; Franklin (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Generous Paid Time Off

Tuition reimbursement

Job summary

SmartBank in Franklin, Virginia, is seeking a Financial Advisor to develop client relationships and deliver personalized wealth management solutions. This role requires a Bachelor's degree in Finance or related field, along with a minimum of three years of experience in financial services.

You will work to build lasting relationships with clients, helping them achieve their financial goals. The position offers comprehensive training and a supportive work environment at a recognized Great Place to Work.

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.
• Provide tailored wealth management solutions.
• Cultivate new relationships through community involvement.
• Ensure compliance with regulatory requirements.

Skills

Relationship-building

Consultative sales

Communication

Financial analysis

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Wealth management technology platforms

Job description

SmartBank in Franklin, Virginia, is seeking a Financial Advisor to develop client relationships and deliver personalized wealth management solutions. This role requires a Bachelor's degree in Finance or related field, along with a minimum of three years of experience in financial services.

You will work to build lasting relationships with clients, helping them achieve their financial goals. The position offers comprehensive training and a supportive work environment at a recognized Great Place to Work.