Financial Advisor II

First-Horizon-Bank; Knoxville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

First Horizon Corp. is seeking a Financial Advisor to develop client relationships and build partnerships with referral sources inside and outside the bank.

You will help clients achieve financial goals and estate planning needs, with onboarding support and access to our proven tools for advisor and client success. The role requires 4+ years in financial services, a Bachelor's degree, and securities licenses (Series 7 and 66/63/65) with Life & Health coverage.

Qualifications

• 4+ years experience in the Financial Services industry.
• Bachelor's Degree from an accredited college or university.
• Series 7, and either 66 or 63/65; Life & Health.
• 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 high level understanding of investment offerings and solutions.
• Engage your connectivity in the community to foster business development.

Skills

Consultative sales

Written and oral communication

Business development

Client relationship building

Education

Bachelor's Degree

Series 7 & 66/63/65 licenses

Life & Health

Other financial certifications encouraged

Job description

Location: On site at location listed in job posting.

Weekly Scheduled Hours: Monday - Friday 9-5

Summary

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. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.

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.

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