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Financial Services Professional
4 weeks ago
At First Horizon Advisors, Inc., we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing personalized financial planning and investment advice, and helping them achieve their financial goals.
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 offerings and solutions.
- Engage your connectivity in the community to foster business development.
- 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 demonstrated business development track record.
- Strong written and oral communication skills.
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 commitment to excellence, we serve clients through a team of experienced professionals and a network of 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.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply.