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Wealth Management Specialist

2 months ago

Hernando, Mississippi, United States First Horizon Advisors, Inc. Full time
About the Role

As a Financial Advisor with First Horizon Advisors, Inc., you will have the opportunity to work with a team of experienced professionals to provide valuable advice to clients and help them achieve their financial goals.

Key Responsibilities
  • Manage complex to moderately complex investment sales activities
  • Generate appointment activity within assigned territory through prospect calls
  • Meet with and advise customers or prospects concerning suitable investments
  • Work in cooperation with other relationship managers or sales people to identify and refer prospects
  • Conduct annual reviews, evaluate changes in financial objectives, and recommend actions to strengthen and grow client relationships
Requirements
  • 4-6 years of experience required; 6-8 years of experience preferred
  • Bachelor's Degree required for consideration (or equivalent); Master's 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. We serve clients through a team of approximately 7,300 associates and 418 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.