Wealth Management Advisor

2 weeks ago

Miami, United States First Horizon Full time

Location:
On site at location listed in job posting.

Overview


As a Wealth Management Advisor, you will play a pivotal role in cultivating client relationships and establishing partnerships with referral sources both within and outside the financial institution.

Your expertise will be supported by the firm, enabling you to provide insightful guidance to clients as they work towards their financial aspirations and estate planning objectives.

Successful Wealth Management Advisors will embody steadfast integrity, a collaborative spirit, and a commitment to advancing their professional journey.

New Advisors will benefit from a structured onboarding and training process designed to equip them with the necessary tools and proven strategies that foster success for both Advisors and Clients.

If you are eager to make a meaningful difference in the lives of your clients, we would like to connect with you.

Core Responsibilities

  • Drive market growth and meet revenue and profitability targets.
  • Effectively communicate the firm's value proposition and advisory services to all stakeholders.
  • Build client relationships through internal banker referrals and external Centers of Influence (COIs).
  • Collaborate with your clients’ needs by integrating our team, including Financial Planning, Brokerage, Trust, Insurance, and Family Office services as necessary.
  • Conduct client meetings, perform annual reviews, and assess changes in financial goals, providing recommendations that enhance and expand client relationships.
  • Stay informed on market trends and maintain a comprehensive understanding of investment offerings and solutions.
  • Utilize your community connections to promote business development.

Qualifications:

  • Minimum of 4 years of experience in the Financial Services sector.
  • Bachelor's Degree from an accredited institution is required.
  • Possession of Series 7, and either 66 or 63/65 licenses. Life & Health licenses are preferred. Additional financial certifications are highly encouraged.
  • Demonstrated consultative sales skills with a proven track record in business development.
  • Exceptional written and verbal communication abilities.

About Us

First Horizon is a prominent regional financial services provider, committed to empowering our clients, communities, and associates to realize their full potential through capital and expert guidance.

With substantial assets under management, we serve our clients through a dedicated team of associates and numerous banking centers across the southeastern United States.

Our headquarters is located in a major city, and our banking subsidiary operates in multiple states throughout the southern U.S.

First Horizon has been recognized as one of the best employers in the nation by leading publications and is known for its reputation in the banking sector.



Benefits Overview

  • Comprehensive medical, dental, and vision plans with wellness incentives.
  • Health Savings Account (HSA) with company contributions.
  • Maternity and parental leave policies.
  • Tuition reimbursement programs.
  • Mentorship opportunities.
  • 401(k) plan with a generous company match.

  • Commitment to Diversity:


We are dedicated to fostering a more equitable society, beginning with our associates, clients, and the communities we serve.

This commitment involves promoting equity, providing capital and guidance, and striving for excellence in all our endeavors.

Equal Opportunity Statement

We are an Equal Opportunity Employer, committed to protecting the rights of veterans and individuals with disabilities.

We do not discriminate against employees or applicants based on their inquiries about, discussions of, or disclosures regarding their own pay or the pay of others.

However, employees with access to compensation information as part of their essential job functions are prohibited from disclosing this information to individuals without access, unless required by law or in response to a formal complaint.

41 CFR c)

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