Financial Services Professional

1 day ago


Greensboro NC USA, United States First Horizon Full time
Financial Advisor Role

We are seeking a highly skilled Financial Advisor 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.

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.
Qualifications:
  • 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.

We serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States.

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S.

We have been recognized 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.
  • 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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