Financial Services Professional

4 days ago


Metairie, Louisiana, United States First Horizon Bank Full time
About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our team at First Horizon Bank. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank.

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.
Requirements
  • 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 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.

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.



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