Senior Private Banking & Wealth Solutions Advisor

First-Horizon-Bank; Mount Pleasant (SC); On-site; USD 120,000 - 180,000; Full time

Job summary

First Horizon Bank is seeking an experienced Senior Private Client Relationship Manager to lead a portfolio of affluent clients onsite in Mount Pleasant, SC. You will deliver full balance sheet advice, wealth solutions, and coordinated banking through a team-based approach.

The role requires deep credit knowledge, an ability to structure complex lending and investment solutions, and a proven track record in private banking. FINRA licenses and life/variable insurance credentials are required.

Qualifications

• Bachelor’s degree required.
• Minimum of 10 years in financial services, preferably private banking or wealth management.
• Proven success managing affluent/high-net-worth client relationships.
• Advanced credit knowledge and ability to structure complex lending solutions.
• Strong knowledge of deposits, credit and investments.

Responsibilities

• Manage and grow a portfolio of high-value clients and acquire new ones.
• Serve as trusted financial advisor by understanding clients’ goals and needs.
• Deliver customized solutions across credit, deposits, investments, insurance, and wealth planning.
• Lead client conversations with advanced credit knowledge and structured solutions.
• Collaborate with credit, trust, mortgage, planning, and insurance teams to deliver integrated client experience.
• Drive growth through deposits, loans, and fee income; meet sales/client retention goals.
• Maintain community presence to generate referrals and new relationships.
• Stay informed on economic, legal, and market trends impacting clients.

Skills

Interpersonal skills

Relationship management

CRM tools

MS Office

Sales awareness

Education

Bachelor’s degree

FINRA Series 6 or 7, 66 licenses

Tools

CRM software

Microsoft Office

Job description

First Horizon Bank is seeking an experienced Senior Private Client Relationship Manager to lead a portfolio of affluent clients onsite in Mount Pleasant, SC. You will deliver full balance sheet advice, wealth solutions, and coordinated banking through a team-based approach.

The role requires deep credit knowledge, an ability to structure complex lending and investment solutions, and a proven track record in private banking. FINRA licenses and life/variable insurance credentials are required.