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Financial Advisor

3 months ago

Woodstock, United States First Horizon Advisors, Inc. Full time

Location: On site in Woodstock, GA or Marietta, GA.

Summary
If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon Advisors group, offering valuable advice to clients and helping them meet financial goals ranging from college planning to fund a comfortable retirement to leaving a legacy for the next generation. Successful financial advisors have virtually unlimited earning potential, flexibility in work schedule, and control over their practice. If you’re ready to positively impact the wealth of clients, apply now

Additional Responsibilities:
• Handles complex to moderately complex investment sales activities
• Calls prospects to generate appointment activity within assigned territory.
• Meets with and advises customers or prospects concerning suitable investments.
• Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
• Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship. Assists in strengthening of the platform licensing initiative through the development of licensed financial center employees.

Requirements:
• 4-6 years experience required; 6-8 years experience preferred
• Bachelor's Degree required for consideration (or equivalent); Masters preferred
• Accurate typing, spelling and grammar skills.
• Proficient with applicable computer software.
• Good written and oral communication skills.
• Good organizational and customer service skills.
• Excellent consultative sales and cross-selling skills.
• Relevant certifications.
• Investments and financial planning experience.

About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)