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Financial Services Professional

2 months ago

Woodstock, Georgia, United States First Horizon Advisors, Inc. Full time
Job Description

Location: On site in the southeastern United States.

Summary: If you are skilled at managing finances 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 funding 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.

Key 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, evaluates 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 Advisors, Inc. is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With a strong commitment to excellence, we serve clients through a team of experienced associates and a network of banking centers throughout the southeastern United States.

Benefits:

  • Medical with wellness incentives, dental, and vision.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% match.

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.