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Job description
Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.
Build Wealth. Build Relationships. Build Your Future.
At SmartBank, we believe that financial success starts with trusted relationships. As a recognized Great Place to Work® and one of the Southeast's fastest-growing financial institutions, we are committed to helping our clients, associates, and communities thrive.
Through our partnership with Raymond James Financial Services , our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. This unique combination allows advisors to deliver comprehensive financial guidance while leveraging the strength of established banking relationships and referral opportunities.
If you're passionate about helping clients pursue their financial goals and enjoy building lasting relationships, we'd love to connect with you.
What You'll Do
Develop Trusted Client Relationships
Serve as a trusted financial partner, helping clients define and pursue their short- and long-term financial goals.
Build, deepen, and maintain relationships through proactive outreach and exceptional client service.
Collaborate with SmartBank associates to identify opportunities to serve clients through holistic financial planning and wealth management solutions.
Deliver Personalized Wealth Management Solutions Assess clients' financial needs, investment objectives, risk tolerance, and life-stage planning goals.
Provide tailored recommendations across investment, retirement, education, estate, insurance, and wealth transfer strategies.
Execute client trades and service requests accurately while adhering to compliance and regulatory requirements.
Drive Business Growth Cultivate new relationships through referrals, networking, community involvement, and business development activities.
Leverage SmartBank's retail, lending, treasury management, and commercial banking relationships to identify opportunities for comprehensive financial solutions.
Grow and manage a book of business while delivering a high-touch client experience.
Ensure Operational and Regulatory Excellence Maintain accurate client records and documentation.
Adhere to Raymond James and SmartBank policies, regulatory requirements, and industry best practices.
Stay informed of market trends, economic developments, and investment opportunities to provide informed guidance.
Qualifications
Education & Experience Bachelor's degree in Finance, Business Administration, Financial Management, or a related field preferred.
Minimum of three years of experience in financial services, wealth management, banking, sales, or relationship management.
Demonstrated success building client relationships and growing business through consultative sales and referrals.
Licensing Requirements
Candidates must obtain and maintain all required registrations and licenses, including: Securities Industry Essentials (SIE)
Series 7
Series 66 or equivalent
Life, Health, and Variable Annuity License
What Makes You Successful Strong relationship-building and consultative sales skills
Exceptional communication and interpersonal abilities
Entrepreneurial mindset with a passion for business development
Strong financial analysis and investment knowledge
Attention to detail and commitment to accuracy
Ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office and wealth management technology platforms
Why SmartBank?
At SmartBank , you'll enjoy the best of both worlds: the relationship-focused culture of an award-winning bank combined with the strength and sophistication of the Raymond James wealth management platform.
For nearly two decades, SmartBank has been helping clients achieve their financial goals across Tennessee, Alabama, and Florida by living our core values: Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace Change. Our purpose is simple: create "WOW" experiences for every client, every day.
We invest in our associates, too. In addition to a competitive compensation package, we offer: Medical, dental, vision, life, and disability insurance
401(k) with a 4% employer match
Generous Paid Time Off, SmartFlex Days, and 11 paid company holidays
Paid volunteer time to support the communities we serve
Tuition reimbursement and professional development opportunities
Company-provided apparel and associate recognition programs
At SmartBank, you'll find a collaborative culture where you're empowered to build meaningful client relationships, grow your career, and make a lasting impact in your community. We celebrate success, encourage innovation, and believe that exceptional associate experiences lead to exceptional client experiences.
Join a Team Where Relationships Matter
If you're motivated by helping clients achieve financial confidence while growing your own career, we invite you to explore this opportunity with SmartBank.
Worksite address
pensacola, FL, 32573, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.