Wealth Advisor – Growth, Planning and Impact

Wilson Bank & Trust; West End (MT); Vor Ort; USD 60.000 - 100.000; Vollzeit

Zusammenfassung

Wilson Bank & Trust’s Wealth Management team is seeking a Financial Advisor I to deliver comprehensive financial planning services. This role partners with Raymond James Financial Services to connect clients with long‑term investment strategies and to grow relationships across Retail and Lending teams.

You will translate market concepts into understandable plans, support senior advisors, and strive for high client satisfaction while adhering to FINRA/SEC and bank regulations.

Qualifikationen

• Bachelor’s degree required and professional licenses preferred.
• Active Series 7 and 66 licenses; Life & Health licenses.
• Experience with servicing high net worth clients; strong communication skills.

Aufgaben

• Deliver financial planning services to client base using Raymond James resources.
• Serve as primary contact for existing client accounts and build new relationships.
• Provide proactive client support, address inquiries, resolve issues, and maintain high satisfaction.
• Identify prospective clients via referrals and outreach; promote investment models.

Kenntnisse

Communication skills

Attention to detail

Problem solving

Time management

Interpersonal skills

Self-motivated

Ausbildung

Bachelor’s degree

Certified Financial Planner (CFP)

Accredited Investment Fiduciary (AIF)

Tools

Microsoft Office

Jobbeschreibung

Wilson Bank & Trust’s Wealth Management team is seeking a Financial Advisor I to deliver comprehensive financial planning services. This role partners with Raymond James Financial Services to connect clients with long‑term investment strategies and to grow relationships across Retail and Lending teams.

You will translate market concepts into understandable plans, support senior advisors, and strive for high client satisfaction while adhering to FINRA/SEC and bank regulations.