Financial Advisor II

First Horizon Corp.; Knoxville (TN); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

First Horizon Corp. is seeking a results-driven Financial Advisor to build enduring client relationships and grow wealth management services within our Knoxville market.

You will collaborate with Planning, Brokerage, Trust, Insurance and Family Office teams to deliver holistic financial solutions, conduct reviews, and guide clients toward their financial goals with integrity and professional advice.

Qualifikationen

• 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 certifications strongly encouraged.
• Other financial certifications strongly encouraged.

Aufgaben

• 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.

Kenntnisse

Financial services experience

Consultative sales

Business development

Excellent communication

Ausbildung

Bachelor's degree

Finance-related degree preferred

Tools

Series 7

Series 66/63/65

Life & Health

Jobbeschreibung

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.