Wealth Advisor — Build Wealth & Trusted Relationships

SmartBank; Pensacola (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with 4% employer match

Generous Paid Time Off

Paid volunteer time

Tuition reimbursement

Job summary

SmartBank is seeking a Financial Advisor in Pensacola, Florida, to build trusted client relationships and deliver personalized wealth management solutions. You will cultivate new business through referrals and ensure operational compliance.

Qualified candidates will have a bachelor's degree in Finance and at least three years of experience in financial services. The role includes excellent benefits like health insurance and a generous 401(k) match.

Qualifications

• Minimum of three years of experience in financial services or relationship management.
• Candidates must obtain necessary registrations and licenses, including Series 7 and Series 66.

Responsibilities

• Serve as a trusted financial partner to clients.
• Provide tailored wealth management solutions based on clients' needs.
• Cultivate business by leveraging referrals and networking.
• Ensure compliance with industry regulations.

Skills

Relationship-building skills

Consultative sales skills

Communication abilities

Financial analysis knowledge

Attention to detail

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Wealth management technology platforms

Job description

SmartBank is seeking a Financial Advisor in Pensacola, Florida, to build trusted client relationships and deliver personalized wealth management solutions. You will cultivate new business through referrals and ensure operational compliance.

Qualified candidates will have a bachelor's degree in Finance and at least three years of experience in financial services. The role includes excellent benefits like health insurance and a generous 401(k) match.