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Financial Services Professional
1 month ago
About the Role
As a Financial Advisor at First Horizon Advisors, Inc., 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.
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 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 presence in the southeastern United States, we serve clients through a team of experienced professionals and a network of banking centers. Our commitment to excellence and customer satisfaction has earned us recognition as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
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
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.
