Financial Advisor: Growth, Impact & Client Solutions

First-Horizon-Bank; Monroe (LA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

401(k) with 6% match

Job summary

First Horizon Bank is seeking outstanding Advisors to join our growing team in a client-focused environment. You will develop relationships, partner with referral sources, and provide valuable financial guidance to help clients reach their goals in a culture recognized as Best in Class.

You will work with internal teams including Financial Planning, Brokerage, Trust, Insurance, and the Family Office to deliver comprehensive solutions, with a structured onboarding and ongoing development plan to

Qualifications

• 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 certifications encouraged.
• Excellent consultative sales skills with a demonstrated business development track record.
• Strong written and oral communication skills.

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.
• Stay abreast of market trends and demonstrate understanding of investment offerings and solutions.
• Engage connectivity in the community to foster business development.

Skills

Consultative sales

Business development

Written and oral communication

Client relationship building

Education

Bachelor's degree

Tools

Series 7

Series 66/63/65

Life & Health insurance

Job description

First Horizon Bank is seeking outstanding Advisors to join our growing team in a client-focused environment. You will develop relationships, partner with referral sources, and provide valuable financial guidance to help clients reach their goals in a culture recognized as Best in Class.

You will work with internal teams including Financial Planning, Brokerage, Trust, Insurance, and the Family Office to deliver comprehensive solutions, with a structured onboarding and ongoing development plan to