On-Site Financial Advisor II: Growth & Client Impact

First-Horizon-Bank; Mobile (AL); On-site; USD 70,000 - 110,000; Full time

Job summary

First Horizon Bank seeks a Financial Advisor to develop client relationships and partnerships with referral sources inside and outside the bank. You will support clients with valuable advice to help them reach financial goals and estate planning needs, while enjoying onboarding and learning processes to gain command of tools and proven methods for success.

Advisors joining our firm will operate with integrity and a team mentality, leveraging a well-planned onboarding program and cross-functional

Qualifications

• Bachelor's Degree from accredited college or university.
• Series 7 and either 66 or 63/65. Life & Health.
• 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

Financial services experience

Consultative sales

Communication skills

Education

Bachelor's Degree

Job description

First Horizon Bank seeks a Financial Advisor to develop client relationships and partnerships with referral sources inside and outside the bank. You will support clients with valuable advice to help them reach financial goals and estate planning needs, while enjoying onboarding and learning processes to gain command of tools and proven methods for success.

Advisors joining our firm will operate with integrity and a team mentality, leveraging a well-planned onboarding program and cross-functional