Financial Advisor - Cool Springs/Maryland Farms

Financial Advisor Location: Cool Springs & Brentwood JOB SUMMARY: The Financial Advisor 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 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. REQUIRED QUALIFICATIONS: Bachelor's degree5 years of financial planning and/or investment advisory experienceActive Series 7 and 66 licensesCurrent Life & Health Insurance LicensesClean U-4 and U-5 historyCertified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferredRetention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial ServicesExperience with servicing high net worth clientsProficiency with Microsoft Office SuiteExcellent verbal, written, presentation, and interpersonal communication skillsExperience with relationship management and business development with exceptional follow-up skillsAttention to detail, critical thinker and problem-solving skillsHigh standards for integrity, honesty, professionalism, and work ethicCommitment to service excellenceAbility to work independently while demonstrating excellent organization and follow throughDemonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environmentAbility and willingness to work with purpose and a strong sense of urgencySelf-motivated, positive, and enthusiasticSelf-starter with a strong desire to exceed expectationsMaintain confidentiality discretionAbility to interact with customers and employees in a friendly and professional mannerAbility to effectively work in collaboration with others to achieve business objectivesParticipate in outside community activities as required working extended hours as neededWilling to grow and be challenged