Financial Advisor II — Growth & Client Impact

First Horizon Corp.; Knoxville (TN); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial services experience

Consultative sales

Business development

Excellent communication

Educación

Bachelor's degree

Finance-related degree preferred

Herramientas

Series 7

Series 66/63/65

Life & Health

Descripción del empleo

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.