What are the responsibilities and job description for the Financial Advisor - Cool Springs/Maryland Farms position at Wilson Bank & Trust?
Financial Advisor
Location: Cool Springs & Brentwood
Job Summary
The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
Required Qualifications
Location: Cool Springs & Brentwood
Job Summary
The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
Required Qualifications
- Bachelor's degree
- 5 years of financial planning and/or investment advisory experience
- Active Series 7 and 66 licenses
- Current Life & Health Insurance Licenses
- Clean U-4 and U-5 history
- Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
- Retention of current book goal: 60% with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services
- Experience with servicing high net worth clients
- Proficiency with Microsoft Office Suite
- Excellent verbal, written, presentation, and interpersonal communication skills
- Experience with relationship management and business development with exceptional follow-up skills
- Attention to detail, critical thinker and problem-solving skills
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
- Ability and willingness to work with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self-starter with a strong desire to exceed expectations
- Maintain confidentiality discretion
- Ability to interact with customers and employees in a friendly and professional manner
- Ability to effectively work in collaboration with others to achieve business objectives
- Participate in outside community activities as required working extended hours as needed
- Willing to grow and be challenged