Senior Financial Advisor - Client Growth & Planning

Confidential; Naples (FL); On-site; USD 65,000 - 105,000; Full time

Job summary

First Horizon Advisors is seeking a Financial Advisor to develop client relationships and partner with referral sources inside and outside the bank. You will deliver advice to help clients reach financial goals and estate planning needs, supported by a team across Planning, Brokerage, Trust, Insurance, and Family Office.

Ideal candidates have 4+ years in financial services, Series 7 and 66/63/65, and proven consultative sales and business development skills.

Qualifications

• Bachelor's degree from an accredited college or university.
• 4+ years of experience in financial services.
• Series 7 and either 66 or 63/65; Life & Health; other certifications encouraged.
• Excellent consultative sales skills with a strong 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

Client relationships

Written and oral communication

Education

Bachelor's degree

Job description

First Horizon Advisors is seeking a Financial Advisor to develop client relationships and partner with referral sources inside and outside the bank. You will deliver advice to help clients reach financial goals and estate planning needs, supported by a team across Planning, Brokerage, Trust, Insurance, and Family Office.

Ideal candidates have 4+ years in financial services, Series 7 and 66/63/65, and proven consultative sales and business development skills.