Wealth Advisor: Community-Focused Financial Planning

Wilson Bank & Trust; Chattanooga (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Employee Assistance Program

Employee Care Fund

Stock Purchase Program

Job summary

Wilson Bank & Trust seeks a Financial Advisor I to provide comprehensive financial planning to clients through Raymond James Financial Services resources. You will be the primary contact for existing accounts while actively seeking new client relationships.

Join a team focused on trusted guidance, helping neighbors map retirement income and wealth strategies, with opportunities for professional growth and industry certification support.

Qualifications

• Bachelor's degree required; financial planning/investment advisory experience preferred.
• Active Series 7 and 66 licenses; Life & Health licenses required.
• CFP or AIF preferred; strong relationship management skills essential.

Responsibilities

• Deliver financial planning services to clients using Raymond James Financial Services resources.
• Serve as primary contact for existing client accounts and develop new relationships.
• Provide proactive client support, address inquiries, and maintain high satisfaction levels.
• Collaborate with Retail and Lending teams to identify needs and referrals for investment solutions.
• Maintain compliance with FINRA/SEC and bank regulations; participate in ongoing training.

Skills

Bachelor's degree

Series 7 & 66 licenses

Life & Health Insurance licenses

CFP/AIF preferred

High net worth experience

Relationship management

Microsoft Office proficiency

Strong communication

Self-motivation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Wilson Bank & Trust seeks a Financial Advisor I to provide comprehensive financial planning to clients through Raymond James Financial Services resources. You will be the primary contact for existing accounts while actively seeking new client relationships.

Join a team focused on trusted guidance, helping neighbors map retirement income and wealth strategies, with opportunities for professional growth and industry certification support.