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Wealth Advisor - Build Relationships & Grow Clients' Goals
Job in
Asheville, Buncombe County, North Carolina, 28814, USA
Listed on 2026-08-22
Listing for:
SmartBank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Smart Bank, a recognized Great Place to Work employer, seeks a Wealth Management Advisor to build trusted client relationships and deliver holistic financial planning. You will assess clients' goals, recommend investment strategies, and work with Raymond James platform to execute trades while staying compliant.
This role calls for a bachelor’s in finance or related field, 3+ years in financial services, and licenses (SIE, Series 7/66 or life/health/annuities).
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