Senior Financial Advisor: Grow Clients' Wealth & Impact

First Horizon Bank; Houston (TX); Presencial; USD 65.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Descripción de la vacante

First Horizon Bank is seeking experienced Financial Advisors to join our growing team. You will build client relationships and partnerships with referral sources inside and outside the bank, delivering advisory guidance to help clients achieve financial goals and estate planning needs.

Successful Advisors join a firm that emphasizes integrity, teamwork, and growth, with a well-planned onboarding and learning process to master our tools and proven methods for client success.

Formación

• 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 demonstrated business development track record.
• Strong written and oral communication skills.

Responsabilidades

• 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 high level understanding of investment offering and solutions.
• Engage your connectivity in the community to foster business development.

Conocimientos

Sales

Communication

Business development

Educación

Bachelor's Degree

Descripción del empleo

First Horizon Bank is seeking experienced Financial Advisors to join our growing team. You will build client relationships and partnerships with referral sources inside and outside the bank, delivering advisory guidance to help clients achieve financial goals and estate planning needs.

Successful Advisors join a firm that emphasizes integrity, teamwork, and growth, with a well-planned onboarding and learning process to master our tools and proven methods for client success.