Senior Private Client Wealth Advisor

First Horizon Corp.; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

First Horizon Corp. in Houston seeks a Private Client Relationship Manager who will deliver business depository, treasury management, and lending solutions while advising high net worth individuals on wealth-building and risk management.

You will work with a local team, leveraging a platform with specialists to help clients achieve their financial goals. You will build lasting relationships by understanding client needs, creating tailored plans, and ensuring adherence to risk controls and

Qualifications

• Ten plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Proven sales success and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsibilities

• Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
• Performs all other duties as assigned.

Skills

Client relationship management

Sales

Financial acumen

Regulatory compliance

Education

Bachelor's Degree

Series 7 license

Series 66 license

Insurance licenses

Job description

First Horizon Corp. in Houston seeks a Private Client Relationship Manager who will deliver business depository, treasury management, and lending solutions while advising high net worth individuals on wealth-building and risk management.

You will work with a local team, leveraging a platform with specialists to help clients achieve their financial goals. You will build lasting relationships by understanding client needs, creating tailored plans, and ensuring adherence to risk controls and