Financial Advisor - Investments

    • Job Tracking ID: 512878-657932
    • Job Location: Cookeville, TN
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: November 16, 2018
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
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Job Description:

The Financial Associate/Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. The Financial Associate/Advisor has the opportunity to build an excellent business under the leadership and reputation of Wilson Bank & Trust while offering products and services through Raymond James Financial Services.


  • Develops new client relationships.
  • Sources prospective client opportunities by capitalizing on networking and referrals.
  • Follows up on firm-generated leads.
  • Services and delivers financial planning to client base.
  • Develops client presentations.
  • Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
  • Promotes the firm’s wealth enhancement and planning services. 
  • Promotes established investment models and strategies that are suitable for our targeted clients. 
  • Adheres to all company and industry supervisory guidelines and policies.
  • Participates in required meetings, training, and continuing education requirements.
  • Performs other duties as assigned.

Experience and Skills:

Industry Experience Requirements

  • At least three to five years of financial planning and/or investment advisory experience, especially working with high net worth clients.  
  • Active Series 7 and 66 licenses.
  • Life, Health, and LTC Licenses.
  • Clean U-4 and U-5 history.
  • Certified Financial Planner (CFP) preferred.


Knowledge, Skills, & Abilities:

  • Excellent verbal, written, presentation, and interpersonal communication skills.
  • Excellent relationship management skills.
  • Superior business development skills.
  • Excellent attitude and an extraordinary client service orientation.
  • A genuine interest in serving and caring for clients.
  • Excellent organizational and time management skills.
  • A burning desire to succeed.
  • Proficiency with Microsoft Office Suite.
  • Bachelor's degree or higher strongly preferred.

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.

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