Financial Advisor
Chattanooga, TN On-site
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About the role
Be the Steward of Long‑Term Prosperity Meet neighbors who are ready to map out college savings, plan retirement income, or diversify a growing business’s assets. Our WBT Wealth Management team is backed by Raymond James Investments, to be the trusted advisors who bring clarity and confidence to long‑term goals. In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank’s traditional capabilities. Through employing Raymond James Financial Advisors, we connect customers to a broader platform of investment strategies while keeping the personal, community‑first approach that defines our bank. You’ll translate complex markets into understandable plans, celebrate milestones as portfolios evolve, and serve as a steady guide through changing seasons. This isn’t just managing money; it’s stewarding futures. The Financial Advisor I delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor I reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
What you'll bring
- Bachelor's degree
- Active Series 7 and 66 licenses
- Clean U-4 and U-5 history
- Experience with servicing high net worth clients
- Proficiency with Microsoft Office and other standard software applications
- 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