Financial Advisor

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Location:

Franklin & Brentwood

Be the Steward of Long‑Term Prosperity Meet neighbors who are ready to map out college savings, plan retirement income, or diversify a growing business’s assets. Our WBT Wealth Management team is backed by Raymond James Investments, to be the trusted advisors who bring clarity and confidence to long‑term goals. In this role, you'll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank's traditional capabilities.

Through employing Raymond James Financial Advisors, we connect customers to a broader platform of investment strategies while keeping the personal, community‑first approach that defines our bank. You'll translate complex markets into understandable plans, celebrate milestones as portfolios evolve, and serve as a steady guide through changing seasons. This isn't just managing money; it's stewarding futures.

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.

• Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services
• Serve as the primary point of contact for existing segmented client accounts, ensuring timely and professional communication
• Provide proactive support to address client inquiries, resolve issues, and maintain high satisfaction levels
• Proactively seek new client relationships for wealth enhancement and financial planning services
• Utilize network and referrals to identify prospective clients and facilitate outreach
• Promote established investment models and strategies that are suitable for targeted clients
• Embrace a team approach, as well as communicate and collaborate with other advisors and staff
• Work closely with senior advisors and operations team members to deliver consistent client experiences and identify opportunities for enhanced service
• Responsible for meeting or exceeding service-level and production-based goals related to client retention, acquisition, satisfaction, and account management
• Adhere to all company and industry supervisory guidelines and policies
• Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations
• Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Attend training as requested
• Participate in outside community activities as required
• Perform other duties as assigned

• 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…