Senior Financial Advisor: Growth & Client Impact

Confidential; Monroe (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

First Horizon Advisors is seeking outstanding Financial Advisors to join our growing team. You will develop client relationships and partnerships with referral sources inside and outside the bank, delivering value through advice-based service and comprehensive financial strategies.

The role emphasizes integrity, teamwork, and growth, with structured onboarding to master our tools and proven methods. If you are ready to positively impact clients’ lives, we want to talk to you.

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.

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

Written and oral communication

Client relationship development

Education

Bachelor's degree

Job description

First Horizon Advisors is seeking outstanding Financial Advisors to join our growing team. You will develop client relationships and partnerships with referral sources inside and outside the bank, delivering value through advice-based service and comprehensive financial strategies.

The role emphasizes integrity, teamwork, and growth, with structured onboarding to master our tools and proven methods. If you are ready to positively impact clients’ lives, we want to talk to you.