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Financial Advisor
Financial Advisor – Join a Great Place to Work®
SmartBank
Build wealth, build relationships, and build your future with SmartBank—a Great Place to Work Employer and a leading financial institution in the Southeast.
As a Financial Advisor, you’ll blend the trusted relationship-driven culture of an award-winning bank with the sophisticated wealth management platform of Raymond James Financial Services. Help clients achieve their financial goals while growing your own career in a supportive, forward-thinking organisation.
About the Role
At SmartBank, we foster a culture built on excellence and community. As a Financial Advisor, you’ll:
- Develop trusted client relationships, delivering personalized wealth management solutions.
- Leverage SmartBank’s banking relationships to expand your practice.
- Work within a collaborative environment where innovation and high-touch client service are valued.
Our mission? To create "WOW" experiences for every client, every day.
What You’ll Do
Develop Trusted Client Relationships
- Serve as a financial partner, guiding clients through short- and long-term goals.
- Proactively engage clients to deepen holistic financial planning and wealth management.
- Collaborate with SmartBank associates to deliver comprehensive financial solutions.
Deliver Personalized Wealth Management Solutions
- Assess financial needs, investment objectives, risk tolerance, and life-stage goals.
- Provide customized advice across:
- Investments
- Retirement planning
- Education funding
- Estate and wealth transfer strategies
- Insurance solutions
- Execute client trades and service requests with precision and compliance.
Drive Business Growth
- Expand referrals through networking, community involvement, and client referrals.
- Leverage SmartBank’s full-service banking (retail, lending, treasury, commercial) to uncover upsell opportunities.
- Grow a book of business based on high-touch, client-centric service.
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Ensure Operational & Regulatory Excellence
- Maintain accurate client records and documentation.
- Strictly comply with Raymond James, SmartBank policies, and regulatory requirements.
- Stay knowledgeable on market trends and economic changes to provide informed guidance.
Requirements
Education & Experience
- Bachelor’s degree in Finance, Business Administration, Financial Management, or a related field (preferred).
- Minimum 3 years of experience in:
- Financial services
- Wealth management
- Relationship banking
- Sales, consultative or otherwise
- Proven ability to:
- Build and grow client relationships
- Achieve business growth through referrals and network expansion
Licensing (Mandatory)
All registered applicants must obtain and maintain:
- Securities Industry Essentials (SIE) Registration
- Series 7 License
- Series 66 (General Securities Representative) or equivalent
- Life, Health & Variable Annuity License
What Makes You Successful?
Become part of a dynamic team that values:
- Strong relationship-building and consultative sales skills
- Outstanding communication and interpersonal abilities
- Entrepreneurial spirit with a focus on business growth
- Expertise in financial analysis and investment knowledge
- Attention to detail and adherence to accuracy
- Ability to balance multiple priorities in a fast-paced setting
- Proficiency with Microsoft Office and wealth management platforms
Why Join SmartBank?
A Culture That Values You
SmartBank is committed to people-first principles:
- Core values guide everything:
- Act with Integrity
- Be Enthusiastic
- Create Positivity
- Demonstrate Accountability
- Embrace Change
Benefits & Perks
| Perk | Details |
|---|---|
| Compensation | Competitive earnings tied to performance |
| Retirement | 401(k) with 4% employer matchMODULE tumble nahi lagi aayi-oh |
| Insurance | Medical, dental, vision, life, and disability coverage |
| Work-Life Balance | Generous paid time off, SmartFlex Days, 11 paid company holidays, and volunteer days |
| Development | Tuition reimbursement & professional training programs |
| Recognition | Company-provided apparel, associate programs, and celebrated growth |
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A Changemaker’s Role
- Work in a nationally recognised workplace—featured on FORTUNE’s Top 100 Best Workplaces™ (2025) and Great Place to Work® Certified.
- Contribute to high-touch client experiences while shaping your own career trajectory.
- Drive community impact through partnerships and philanthropic initiatives.
The SmartBank Difference
Founded nearly two decades ago, SmartBank has helped thousands of clients across Tennessee, Alabama, and Florida turn financial goals into realities. We combine:
- Expert banking leadership (since 2004)
- High-touch relationship management
- $5B+ in assets (backed by parent company NYSE: SMBK)
- A mission: To be the nation’s most trusted community bank.
At SmartBank, success means helping others succeed.
Ready to Build Your Future?
If you’re passionate about financial guidance, relationships, and growth, we’d love to connect. Join a team where clients come first—but so do your professional opportunities.
Apply today and begin your journey at a company where every No. 1 experience starts with a person.
SmartBank – Where Relationships Grow
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