Senior Financial Advisor

First-Horizon-Bank; Monroe (LA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

401(k) with 6% match

Job summary

First Horizon Bank is seeking outstanding Advisors to join our growing team in a client-focused environment. You will develop relationships, partner with referral sources, and provide valuable financial guidance to help clients reach their goals in a culture recognized as Best in Class.

You will work with internal teams including Financial Planning, Brokerage, Trust, Insurance, and the Family Office to deliver comprehensive solutions, with a structured onboarding and ongoing development plan to

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 certifications encouraged.
• 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 understanding of investment offerings and solutions.
• Engage connectivity in the community to foster business development.

Skills

Consultative sales

Business development

Written and oral communication

Client relationship building

Education

Bachelor's degree

Tools

Series 7

Series 66/63/65

Life & Health insurance

Job description

Location

On site at location listed in job posting.

Summary

We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with First Horizon Advisors.
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.

Additional 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.

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.