Senior Private Client Wealth Advisor & Team Lead

Confidential; Florida; On-site; USD 160,000 - 230,000; Full time

Benefits offered by this job

Medical with wellness incentives, dent

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Corporation seeks a seasoned Private Client Sales Manager to lead a high-value client team, delivering comprehensive banking, lending and wealth solutions. You will manage relationships, drive deposits and loan growth, and coordinate with cross-functional experts to provide integrated financial advice.

You will mentor bankers, ensure regulatory compliance, and stay ahead of market trends to protect client portfolios while expanding the business footprint in the Florida region.

Qualifications

• Bachelor’s degree required.
• Minimum of 15 years of experience in financial services, private/wealth management or commercial banking.
• Proven track record managing affluent and high-net-worth client relationships.
• Advanced credit knowledge and structuring of complex lending solutions.
• Deep knowledge of deposits, credit and investment products.
• Strong, goal-driven performance orientation.
• Excellent interpersonal, presentation and relationship-management skills.
• Proficiency with Microsoft Office and CRM tools.
• Must comply with SAFE Act requirements within 30 days of employment.

Responsibilities

• Drive sales process and ensure success of the Private Client team.
• Recruit, lead, and coach private banking team members.
• Grow a portfolio of high-value clients through proactive outreach.
• Serve as trusted financial advisor understanding client goals.
• Deliver customized wealth solutions including credit, deposits, investments, insurance.
• Lead client conversations with advanced credit knowledge.
• Collaborate with credit, trust, mortgage, planning and insurance teams.
• Drive growth through deposits, loans and fee income.
• Maintain community presence to generate referrals.
• Stay informed on market trends and regulatory changes.

Skills

Client relationship management

Credit knowledge

Interpersonal skills

Presentation skills

CRM tools

Microsoft Office

Regulatory compliance

Education

Bachelor’s degree

Tools

CRM tools

Microsoft Office

Job description

First Horizon Corporation seeks a seasoned Private Client Sales Manager to lead a high-value client team, delivering comprehensive banking, lending and wealth solutions. You will manage relationships, drive deposits and loan growth, and coordinate with cross-functional experts to provide integrated financial advice.

You will mentor bankers, ensure regulatory compliance, and stay ahead of market trends to protect client portfolios while expanding the business footprint in the Florida region.