Financial Advisor
3 weeks ago
Location: On site at location listed in job posting.
Summary
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.
Key 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.
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
More --
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
Facebook
X formerly Twitter
LinkedIn
Instagram
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
2 weeks ago
Germantown, United States First Horizon Full timeLocation: On site at location listed in job posting. Summary 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...
-
Financial Advisor
2 weeks ago
Germantown, TN, United States First Horizon Advisors, Inc. Full timeJob DescriptionLocation: On site at location listed in job posting. SummaryAs 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...
-
Portfolio Advisor
3 weeks ago
Germantown, United States Vaco Full timeWe are looking for talented and self-starting in-office sales professionals to join our client's team of Portfolio Advisors in the Greater Memphis Area. The Portfolio Advisor is responsible for engaging prospective clients in purchasing turnkey real estate investment properties. This role involves guiding clients and potential clients through the real...
-
Germantown, Maryland, United States BioSpace, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Manager of Technical Accounting and Consolidation to join our team at BioSpace, Inc. This role will be responsible for the Group financials under US GAAP, reporting to the VP of Finance. The successful candidate will have over five years of experience working in a finance or business role at the Big 4 or a...
-
Germantown, Maryland, United States BioSpace, Inc. Full timeJob SummaryAs a Senior Manager of Technical Accounting and Consolidation, you will be responsible for the Group financials under US GAAP for BioSpace, Inc. You will report to the VP of Finance and be responsible for the preparation of the consolidated financial information for management purposes, as well as the quarterly corporate content and review of...
-
Senior Tax Accountant
2 months ago
Germantown, United States HHM CPAs Full timeAbout the Company:HHM CPAs seeks ambitious senior accountants who are looking for a professional yet welcoming public accounting firm that offers a range of industries and opportunities in which to excel.This role is on-site in Germantown, TN.About the Role:Perform audit & review of financial statementsPrepare individual, trust, partnership, corporate, and...
-
Sales and Marketing Director
3 weeks ago
Germantown, United States Brookdale Dogwood Creek Full timeOverview Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity Make Lives Better Including Your Own. If you want to work in an environment where you can become your best possible self, join us! You’ll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing...
-
Sales and Marketing Director
3 weeks ago
Germantown, United States Brookdale Dogwood Creek Full timeJob DescriptionJob DescriptionOverviewVoted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityMake Lives Better Including Your Own.If you want to work in an environment where you can become your best possible self, join us! You’ll earn more than a paycheck; you can find opportunities to grow your career through professional...
-
Senior Tax Accountant
2 weeks ago
Germantown, TN, United States HHM CPAs Full timeAbout the Company:HHM CPAs seeks ambitious senior accountants who are looking for a professional yet welcoming public accounting firm that offers a range of industries and opportunities in which to excel.This role is on-site in Germantown, TN.About the Role:Perform audit & review of financial statementsPrepare individual, trust, partnership, corporate, and...