Wealth Advisor - Build Relationships & Grow Clients' Goals
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
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).
This role, Wealth Advisor
- Build Relationships & Grow Clients' Goals at Smart Bank, could be your next opportunity.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisor
- Build Relationships & Grow Clients' Goals role in the description above.
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