Financial Advisor Senior
1 week ago
Summary:
We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors.
As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
Additional Responsibilities:
•Drive growth in your market and achieve revenue and profitability goals.
•Actively communicate the firm's value proposition and advice-based service offering to all stakeholders.
•Develop client relationships through internal banker referral partners and external COIs.
•Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
•Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
•Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
•Engage your connectivity in the community to foster business development.
Qualifications:
•4+ years experience in the Financial Services industry. 6-8 years experience preferred.
•Bachelor's Degree required from accredited college or university.
•Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
•Excellent consultative sales skills, with demonstrated business development track record.
•Strong written and oral communication skills.
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
•MoreFirstHorizon.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.
Follow Us
X formerly Twitter
YouTube
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)
-
Financial Advisor
3 weeks ago
Solana Beach, United States Blankinship & Foster, LLC Fiduciary Financial Advisors Full timeFinancial Advisor Firm Description Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families, with a focus on physicians and retirees. Our firm culture and core values are based on being thoughtful and caring, doing what...
-
Financial Advisor
2 months ago
Solana Beach, United States Blankinship & Foster, LLC Fiduciary Financial Advisors Full timeFinancial Advisor Firm Description Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families, with a focus on physicians and retirees. Our firm culture and core values are based on being thoughtful and caring, doing...
-
Senior Financial Advisor
5 days ago
Newport Beach, United States Mercer Advisors Full timeAbout the RoleMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.Key ResponsibilitiesProvide exceptional client service and support to our high net worth...
-
Senior Financial Advisor
6 days ago
Newport Beach, United States Mercer Advisors Full timeAbout the RoleMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.Key ResponsibilitiesProvide personalized financial planning and investment advice to...
-
Palm Beach Gardens, Florida, United States Raymond James Financial Services Full timeRegistered Client Service AssociateAt Raymond James Financial Services, we are seeking a dynamic Registered Client Service Associate to provide exceptional support to our financial advisors and clients.Key Responsibilities:Deliver outstanding client service and support to financial advisors and clientsDevelop and maintain strong relationships with clients...
-
Financial Advisor
1 month ago
Newport Beach, United States Capstone Partners Financial and Insurance Services Full timeThis position is available in Los Angeles, California; Newport Beach, California; and Las Vegas, Nevada. PLEASE USE THIS APPLICATION FOR ALL 3 LOCATIONS. Company DescriptionCapstone Partners Financial is a financial planning firm based in Newport Beach, CA, specializing in helping clients achieve financial stability and prepare for life's milestones. Our...
-
Financial Advisor
1 month ago
Newport Beach, United States Capstone Partners Financial and Insurance Services Full timeThis position is available in Los Angeles, California; Newport Beach, California; and Las Vegas, Nevada. PLEASE USE THIS APPLICATION FOR ALL 3 LOCATIONS. Company DescriptionCapstone Partners Financial is a financial planning firm based in Newport Beach, CA, specializing in helping clients achieve financial stability and prepare for life's milestones. Our...
-
Associate Wealth Advisor
1 month ago
Newport Beach, United States Mariner Advisor Network Full timeMariner Independent is looking for an Associate Wealth Advisor in Newport Beach, CA. This is a full-time opportunity with Ocean Heights Advisors, an employee owned financial advisory and investment management company affiliated with Mariner Advisor Network.The Associate Wealth Advisor will work directly with wealth management teams to support them in the...
-
Associate Wealth Advisor
1 month ago
Newport Beach, United States Mariner Advisor Network Full timeMariner Independent is looking for an Associate Wealth Advisor in Newport Beach, CA. This is a full-time opportunity with Ocean Heights Advisors, an employee owned financial advisory and investment management company affiliated with Mariner Advisor Network.The Associate Wealth Advisor will work directly with wealth management teams to support them in the...
-
Senior Financial Services Professional
4 days ago
Palm Beach, Florida, United States First Horizon National Corporation Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at First Horizon National Corporation. As a Financial Advisor, you will play a critical role in developing and maintaining strong relationships with clients, providing expert financial guidance and advice to help them achieve their financial...
-
Associate Financial Advisor
3 months ago
Virginia Beach, United States Ameriprise Financial - Virginia Full timeJob DescriptionJob DescriptionAn Ameriprise Financial Advisory practice is seeking an Associate Financial Advisor who is dedicated to helping clients plan for a confident retirement and beyond. Our firm works with clients via personalized financial advice in order to help them achieve their current and future goals. We use many tools to help identify those...
-
Client Financial Advisor
2 weeks ago
Panama City Beach, Florida, United States INNOVATIONS FINANCIAL CREDIT UNION Full timePosition OverviewBecome a valued member of our team at Innovations Financial Credit Union, where we prioritize your professional journey and success.We provide:Opportunities for personal and professional advancement through comprehensive training and mentorship.A meaningful career trajectory where your contributions are acknowledged and rewarded.A flexible...
-
Junior Financial Advisor
2 weeks ago
Myrtle Beach, South Carolina, United States Equitable Advisors Full timeEquitable Advisors - Retirement Benefits Group Position OverviewEquitable Advisors stands as a prominent entity in the financial services and insurance sector, dedicated to empowering individuals to create rewarding futures through our innovative strategies and unwavering commitment to our clients. We are currently in search of a new Financial Professional...
-
Entry Level
3 weeks ago
Myrtle Beach, United States Equitable Advisors LLC Full timeEquitable Advisors- Retirement Benefits Group Job Description Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group...
-
Entry Level
4 weeks ago
Myrtle Beach, United States Equitable Advisors Full timeEquitable Advisors- Retirement Benefits Group Job DescriptionEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG)...
-
Entry Level
4 weeks ago
Myrtle Beach, United States Equitable Advisors Full timeEquitable Advisors- Retirement Benefits Group Job DescriptionEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG)...
-
Senior Wealth Advisor
3 days ago
North Miami Beach, Florida, United States Citigroup Inc Full timeAbout the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key ResponsibilitiesBuild and maintain...
-
Insurance and Financial Advisor
2 days ago
Palm Bay, Florida, United States Horace Mann Full timeAbout the RoleThis position offers exceptional earning potential, including a base salary, commissions, incentive bonuses, and trailers. Ownership opportunity in two years. With the expectation to earn a six-figure income, this role presents an unparalleled opportunity for ambitious Registered Representatives.Key ResponsibilitiesBuild trusting relationships...
-
SAINT LAURENT Senior Client Advisor Palm Beach
3 months ago
Palm Beach, United States YSL America Holding Inc. Full timeDescription We are currently seeking a Senior Client Advisor to join our dynamic boutique leadership team. ROLE The Senior Client Advisor will oversee the client advisor team in partnership with the store leadership team, and contribute actively to the store sales and key indicators achievement. They are providing a unique, memorable,...
-
Financial Advisor
2 months ago
Newport Beach, United States New York Life Full timeSummary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to Senior Wealth Management or a position in Executive Management.Training, Development and Licensing Support provided by the firm for the right...
