Financial Services Professional

4 weeks ago

Greensboro NC USA, United States First Horizon Full time
Job Summary

We are seeking a highly skilled Financial Services Professional to join our team at First Horizon. 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.

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 a high-level understanding of investment offerings and solutions.
  • Engage your connectivity in the community to foster business development.

Requirements:

  • 4+ years of experience in the Financial Services industry.
  • Bachelor's Degree required from an accredited college or university.
  • Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
  • Excellent consultative sales skills, with a demonstrated business development track record.
  • Strong written and oral communication skills.

About First Horizon:

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. 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.

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