Wealth Advisor - Build Relationships & Grow Clients' Goals
SmartBank
SmartBank, 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). #J-18808-Ljbffr SmartBank
Vacancy posted 2 days ago
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