Financial Advisor II: Growth & Client Planning

First Horizon Bank; Mobile (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical & dental benefits

HSA with company match

Parental leave

Tuition reimbursement

Mentor program

401(k) with match

Job summary

First Horizon Bank in Mobile, AL seeks a Financial Advisor to build client relationships and partner with internal bankers and external COIs. You will deliver advice-based solutions and participate in a structured onboarding that accelerates professional growth.

You will leverage a broad team including Planning, Brokerage, Trust, and Insurance to meet clients’ financial goals. A successful candidate has strong sales skills, integrity, and a collaborative mindset and is prepared to engage the

Qualifications

• 4+ years experience in the Financial Services industry.
• Bachelor's Degree 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.

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.

Skills

Consultative sales

Business development

Communication skills

Education

Bachelor's Degree from an accredited college or university

Tools

Series 7

Series 66/63/65

Life & Health

Job description

First Horizon Bank in Mobile, AL seeks a Financial Advisor to build client relationships and partner with internal bankers and external COIs. You will deliver advice-based solutions and participate in a structured onboarding that accelerates professional growth.

You will leverage a broad team including Planning, Brokerage, Trust, and Insurance to meet clients’ financial goals. A successful candidate has strong sales skills, integrity, and a collaborative mindset and is prepared to engage the