Wealth Management Financial Assistant – Client Impact
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance, Finance Assistant
Wilson Bank & Trust in Lebanon, TN, is seeking a Financial Assistant to support the Wealth Management team, handling administrative tasks, client interactions, and account maintenance.
You will work with senior advisors, coordinate with custodians, and contribute to a high-standard client experience while adhering to FINRA/SEC and BSA/AML rules. Requires a bachelor's degree and financial licenses preferred.
This posting is for the Wealth Management Financial Assistant – Client Impact role at Wilsonbank, based in Lebanon, TN, United States.
This is a strong position to take on the Wealth Management Financial Assistant – Client Impact role at Wilsonbank.
As a Wealth Management Financial Assistant – Client Impact, you will play an important part at Wilsonbank in Lebanon, TN, United States.
We invite applications for the Wealth Management Financial Assistant – Client Impact position located in Lebanon, TN, United States.
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