Financial Advisor
About the job
- A Bachelor's degree.
- Active Series 7 and Series 66 licenses.
- Current Life and Health Insurance Licenses.
- A clean U-4 and U-5 history.
- Experience servicing high-net-worth clients.
- Proficiency with Microsoft Office and other standard software applications.
- Experience with relationship management and business development, including exceptional follow-up skills.
- Attention to detail, critical-thinking, and problem-solving skills.
- Ability to work independently while maintaining strong organization and follow-through.
- Ability to manage time efficiently, prioritize workload, and meet deadlines in a fast-paced environment.
- Ability to maintain confidentiality and discretion.
- Ability to interact with customers and employees in a friendly and professional manner.
- Ability to collaborate effectively with others to achieve business objectives.
- Deliver financial planning services to the client base using 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.
- Use networks and referrals to identify prospective clients and facilitate outreach.
- Promote established investment models and strategies suitable for targeted clients.
- Communicate and collaborate with other advisors and staff as part of a team approach.
- Work with senior advisors and operations team members to deliver consistent client experiences and identify opportunities for enhanced service.
- Meet or exceed service-level and production-based goals related to client retention, acquisition, satisfaction, and account management.
- Follow company and industry supervisory guidelines and policies.
- Maintain professional and technical knowledge through educational workshops, continuing education, professional publications, personal networks, and professional associations.
- Comply with FINRA, SEC, federal banking regulations and laws, consumer-protection requirements, 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.
- Being fully licensed or having three years of financial planning and/or investment advisory experience.
- Certified Financial Planner and/or Accredited Investment Fiduciary designation.
- Excellent verbal, written, presentation, and interpersonal communication skills.
- High standards of integrity, honesty, professionalism, and work ethic.
- Commitment to service excellence.
- Ability and willingness to work with purpose and urgency.
- Self-motivation, positivity, and enthusiasm.
- A strong desire to exceed expectations.
- Ability to work flexibly and accept professional challenges.
About the company
Wilson Bank & Trust is a community-focused bank that provides personal and business banking services. It combines the resources and reliability of a larger bank with locally attentive, personalized service. Its offerings include knowledgeable business bankers who tailor financial solutions, customized banking products, and robust online and mobile banking with cash-management tools to help customers manage daily finances and optimize cash flow. The bank differentiates itself by delivering fast, local expertise and support, backed by stability and technology, while leveraging its deep understanding of the local market. It also participates in programs for military veterans through the Association of Military Banks of America and the Veterans Benefits Banking Program. The goal is to be a trusted financial partner that helps individuals and organizations manage and grow their finances and business.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Lebanon, Pennsylvania
Founded
1987
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Simplify's Take
What believers are saying
- First-quarter 2026 assets reached $5.991 billion, up 8.31% year over year.
- Loans grew to $4.394 billion, while deposits climbed to $5.338 billion.
- Cookeville's F&M branch acquisition and 2025 office openings expanded Tennessee coverage.
What critics are saying
- Wilson Bank's growth depends on integrating acquisitions like Cookeville without credit slippage.
- Heavy Tennessee concentration leaves earnings exposed to one-region deposit competition.
- A sharp commercial credit setback could erode capital and stall future expansion.
What makes Wilson Bank & Trust unique
- Wilson Bank & Trust operates 32 offices across ten Tennessee counties, staying locally dense.
- Community banking and Heritage partnerships deepen civic loyalty in Middle Tennessee.
- Forbes ranked Wilson Bank & Trust #40 among America's Best Banks in 2026.
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Benefits
- Paid Vacation
- Paid Sick Leave
- Employee Stock Purchase Plan