Job description
Financial Advisor - Middle TN
Interested in acquisition of experienced Financial Advisor (FA) looking to expand current book of business and merge into our team for the Williamson or Sumner County areas. The FA will be a member of a successful team; yet work independently to create his/her own individual success with unlimited earning potential. The Financial Advisor has the opportunity to build an excellent business under the leadership and reputation of Wilson Bank & Trust while offering products and services through Raymond James Financial Services.
Responsibilities:
- Create a smooth transition for existing book of business to Raymond James.
- Retention of current book goal : 60%+
- Proactively seek new client relationships.
- Sources prospective business opportunities by capitalizing on networking and referrals.
- Demonstrate exceptional follow-up skills.
- Services and delivers financial planning to client base utilizing the resources provided by Raymond James.
- Proactively communicates with clients.
- Promotes the branch’s wealth enhancement and planning services.
- Promotes established investment models and strategies that are suitable for our targeted clients.
- Embraces a team approach, as well as communicate and collaborates with other advisors and staff.
- Adheres to all company and industry supervisory guidelines and policies.
- Participates in required meetings, training, community events, and continuing education requirements.
- Adheres to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program.
- Performs other duties as assigned.
Industry Experience Requirements:
- At least 3 years of financial planning and/or investment advisory experience preferred.
- Experience with servicing high net worth clients.
- Active Series 7 and 66 licenses.
- Current Life & Health Insurance Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) preferred.
Knowledge, Skills, & Abilities:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Superior relationship management and business development skills.
- Excellent attitude and an extraordinary client service orientation.
- Excellent organizational and time management skills.
- Proficiency with Microsoft Office Suite.
- Bachelor's degree or higher strongly preferred.
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