Wealth Management / Financial Advisor

Experienced Financial Advisor Brentwood / Cool Springs / Nashville

ABOUT THE OPPORTUNITY

At WBT Wealth Management, you'll have the opportunity to build meaningful relationships with individuals, families, and business owners as they navigate life's most important financial decisions. Whether helping a young family prepare for college expenses, guiding clients toward retirement confidence, or assisting business owners with investment and wealth preservation strategies, you'll serve as a trusted advisor through every stage of their financial journey.

Backed by the resources, technology, and investment platform of Raymond James, WBT Wealth Management combines sophisticated financial solutions with the personalized service and community-focused values that define our bank. As an experienced Financial Advisor, you'll collaborate closely with our Retail and Lending teams to identify opportunities, strengthen client relationships, and deliver comprehensive wealth management solutions that extend beyond traditional banking services.

In this role, you'll simplify complex financial concepts, develop customized strategies aligned with each client's goals, and provide steady guidance through changing market conditions and life transitions. You'll celebrate successes, help clients navigate challenges, and create relationships built on trust that can span generations. This is more than managing investments. It's helping individuals, families, and businesses build, protect, and preserve their financial futures.

POSITION SUMMARY:

The Financial Advisor delivers comprehensive financial planning, investment advisory, and wealth management services to clients through the resources and support of Raymond James Financial Services. This role is responsible for deepening relationships with existing clients while proactively developing new business opportunities and cultivating long-term client partnerships.

The Financial Advisor serves as a key resource for clients seeking personalized financial guidance and collaborates with bank partners to identify and address wealth management needs. Reporting to the WBT Wealth Management Manager, this individual is expected to deliver an exceptional client experience, uphold the highest standards of professionalism and fiduciary responsibility, and contribute to the overall success of the Wealth Management team.

WHAT MAKES THIS OPPORTUNITY UNIQUE:

• Established referral opportunities through a growing community bank.
• Access to the extensive investment platform and support of Raymond James Financial Services.
• Collaborative partnership with Retail and Lending teams.
• Strong reputation and deep community relationships.
• Opportunity to build lasting multi-generational client relationships.
• Culture focused on service, integrity, and long-term success for clients and team members.

JOB DUTIES AND RESPONSIBILITIES: 

• 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

REQUIRED QUALIFICATIONS:

• 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 to Raymond James Financial Services
• Experience with servicing high net worth clients
• Proficiency with Microsoft Office Suite
• Excellent verbal, written, presentation, and interpersonal communication skills
• Experience with relationship management and business development with exceptional follow-up skills
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations
• Maintain confidentiality discretion
• Ability to interact with customers and employees in a friendly and professional manner
• Ability to effectively work in collaboration with others to achieve business objectives
• Participate in outside community activities as required working extended hours as needed
• Willing to grow and be challenged

COMPREHENSIVE BENEFITS & RECOGNITION:

We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

For more information about our company, please visit our website

Please contact: Damon Bates, Managing Director / SVP Investments at View phone number on click.appcast.io or View email address on click.appcast.io

623 West Main Street, Lebanon TN 37087 – View phone number on click.appcast.io

Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Wilson Bank Investments and Wilson Bank & Trust are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.