Senior Financial Advisor II – Wealth Planning & Growth

First Horizon Bank; Knoxville (TN); On-site; USD 70,000 - 110,000; 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

Job summary

First Horizon Bank in Knoxville seeks a Financial Advisor to build client relationships, deliver tailored investment advice, and partner with internal teams to serve estates and retirement planning. You will join a platform that supports onboarding, training, and a collaborative culture to help you grow your advisory practice.

You will work with a supportive network including Financial Planning, Brokerage, Trust, Insurance, and Family Office professionals, with opportunities to expand services

Qualifications

• 4+ years experience in the Financial Services industry.
• Bachelor's Degree from accredited college or university.
• Series 7 and either 66 or 63/65; Life & Health certifications encouraged.
• Excellent consultative sales skills with proven business development.

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 verbal communication

Education

Bachelor's Degree

Job description

First Horizon Bank in Knoxville seeks a Financial Advisor to build client relationships, deliver tailored investment advice, and partner with internal teams to serve estates and retirement planning. You will join a platform that supports onboarding, training, and a collaborative culture to help you grow your advisory practice.

You will work with a supportive network including Financial Planning, Brokerage, Trust, Insurance, and Family Office professionals, with opportunities to expand services