Senior Private Banking & Wealth Advisor

First Horizon Bank; Lake Charles (LA); On-site; USD 85,000 - 120,000; Full time

Job summary

First Horizon Bank is seeking a seasoned professional to develop new client relationships and manage a portfolio of high-net-worth clients onsite in the United States. The role emphasizes financial advisory, strategic planning, and cross-selling of trust and investment services to meet client needs.

Ideal candidates hold a bachelor’s degree with 6–8 years of experience in financial services, and have a proven track record in sales and relationship management within banking or wealth management.

Qualifications

• Bachelor's degree and 6-8 years of experience or equivalent
• Experience in financial services or banking preferred

Responsibilities

• Develops new relationships with targeted potential clients and closes deals with a high close rate.
• Cross-sells retail and trust services including credit cards, personal trusts, and investments.
• Educates customers on financial strategies and matches needs with products and services.
• Monitors customer information and market trends to identify new opportunities to add value.
• Builds and maintains a portfolio of high-value clients.
• Performs additional duties as assigned.

Skills

Relationship building

Sales skills

Financial advisory

Education

Bachelor's degree

Job description

First Horizon Bank is seeking a seasoned professional to develop new client relationships and manage a portfolio of high-net-worth clients onsite in the United States. The role emphasizes financial advisory, strategic planning, and cross-selling of trust and investment services to meet client needs.

Ideal candidates hold a bachelor’s degree with 6–8 years of experience in financial services, and have a proven track record in sales and relationship management within banking or wealth management.