Financial Advisor - Chattanooga

Seeking an experienced Financial Advisor (FA) to expand their current book of business and join the Chattanooga-area team. The FA will work independently within a successful team, building their own success while leveraging the reputation and resources of Wilson Bank & Trust and Raymond James Financial Services.

• Create a smooth transition for existing book of business to Raymond James
• Achieve a retention goal of 60%+ for current clients
• Proactively seek new client relationships
• Source prospective business through networking and referrals
• Provide financial planning services to clients using Raymond James resources
• Maintain proactive communication with clients
• Promote the branch’s wealth enhancement and planning services
• Implement investment models and strategies suitable for clients
• Collaborate with team members and staff effectively
• Follow all company and industry supervisory guidelines and policies
• Participate in meetings, training, community events, and continuing education
• Ensure compliance with federal regulations, including the Bank Secrecy Act/AML laws
• Perform other duties as assigned

• At least 3 years of financial planning and/or investment advisory experience (preferred)
• Experience servicing high net worth clients
• Active Series 7 and 66 licenses
• Current Life & Health Insurance Licenses
• Clean U-4 and U-5 history
• CFP designation (preferred)

• Excellent communication skills (verbal, written, presentation, interpersonal)
• Strong relationship management and business development skills
• Exceptional follow-up skills
• Client service-oriented attitude
• Organizational and time management skills
• Proficiency in Microsoft Office
• Bachelor's degree or higher (strongly preferred)

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industry: Banking