Senior Financial Services Professional

5 days ago


Palm Beach, Florida, United States First Horizon National Corporation Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at First Horizon National Corporation. As a Financial Advisor, you will play a critical role in developing and maintaining strong relationships with clients, providing expert financial guidance and advice to help 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 offering and solutions.
  • Engage your connectivity in the community to foster business development.
Requirements
  • 4+ years experience in the Financial Services industry. 6-8 years experience preferred.
  • Bachelors 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 National Corporation 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 and a focus on delivering exceptional client service, we are a trusted partner for individuals, families and businesses across 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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