Senior Financial Advisor: Client Growth & Planning

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

Job summary

First Horizon Bank is seeking a Financial Advisor to develop client relationships and partnerships with referral sources inside and outside the bank, delivering trusted advice to help clients meet financial goals and estate planning needs.

You will join a team that values integrity, collaboration, and career growth through a well-structured onboarding and learning process aimed at client success.

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.

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.

Skills

Consultative sales

Business development

Written communication

Oral communication

Education

Bachelor's Degree

Job description

First Horizon Bank is seeking a Financial Advisor to develop client relationships and partnerships with referral sources inside and outside the bank, delivering trusted advice to help clients meet financial goals and estate planning needs.

You will join a team that values integrity, collaboration, and career growth through a well-structured onboarding and learning process aimed at client success.