Senior Financial Advisor — Grow Your Client Impact

First Horizon Bank; Naples (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

More — First Horizon benefits

Job summary

First Horizon Advisors is seeking outstanding Financial Advisors to join our growing team. You will develop client relationships, work with referral sources inside and outside of the bank, and help clients achieve their financial goals with trusted guidance.

Take part in a structured onboarding, access planning tools, and collaborate with Planning, Brokerage, Trust, Insurance and Family Office specialists to serve clients effectively and grow your career with a firm that values its people and

Qualifications

• 4+ years' experience in the Financial Services industry.
• Bachelor's degree from an accredited college or university.
• Series 7 and either 66 or 63/65; Life & Health; other financial certifications strongly encouraged.

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

Written and verbal communication

Education

Bachelor's Degree

Job description

First Horizon Advisors is seeking outstanding Financial Advisors to join our growing team. You will develop client relationships, work with referral sources inside and outside of the bank, and help clients achieve their financial goals with trusted guidance.

Take part in a structured onboarding, access planning tools, and collaborate with Planning, Brokerage, Trust, Insurance and Family Office specialists to serve clients effectively and grow your career with a firm that values its people and