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Financial Services Professional

2 months ago

Woodstock, Georgia, United States First Horizon Advisors, Inc. Full time
About the Role

We are seeking a highly skilled Financial Advisor to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment strategies and wealth management solutions.
  • Conduct regular reviews and assessments of client financial situations, identifying areas for improvement and providing tailored recommendations.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Collaborate with other financial professionals to identify and pursue new business opportunities.
  • Stay up-to-date with industry trends and developments, applying this knowledge to enhance client services and drive business growth.
Requirements
  • 4-6 years of experience in financial services, with a strong background in investment sales and wealth management.
  • Bachelor's degree in a relevant field, such as finance, accounting, or business administration.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.
  • Relevant certifications, such as CFP or CFA, are highly desirable.
About Us

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. We offer a comprehensive range of financial services, including investment management, wealth planning, and retirement solutions.

What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with company match.
  • Opportunities for professional development and continuing education, including training and certification programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.