Financial Services Professional
2 days ago
We are seeking a highly skilled Financial Advisor to join our team at First Horizon Advisors, Inc. 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 high level understanding of investment offering and solutions.
- Engage your connectivity in the community to foster business development.
- 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.
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.
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