Senior Private Wealth Advisor

First Horizon Bank; Tampa (FL); On-site; USD 90,000 - 150,000; 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 seeks a Private Client Relationship Manager to develop new business with high-net-worth clients. You will advise on wealth-building, risk management, and business transition strategies, supported by a platform with resources and specialists.

You will work with a local team, utilize financial planning strategies, and help clients meet goals by delivering tailored solutions and top-tier service.

Qualifications

• Bachelor's degree required.
• FINRA licenses including Series 7, Series 66, SIE; life/health/variable insurance licenses as applicable.
• 5+ years of sales and client management experience in wealth management.
• Proven track record in interpersonal, sales, presentation and relationship management with high-net-worth clients.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients and expanding services.
• Self-acquires new business by being active and well connected in the community.
• Act as expert advisor for complex wealth relationships with coordinated team support.
• Collaborate with wealth/banking specialists to deliver comprehensive solutions.
• Maintain compliant portfolio and stay updated on market trends and regulations.

Skills

Relationship mgmt

Sales experience

Credit knowledge

Interpersonal

Team collaboration

MS Office

Education

Bachelor's Degree

FINRA licenses

Job description

First Horizon Bank seeks a Private Client Relationship Manager to develop new business with high-net-worth clients. You will advise on wealth-building, risk management, and business transition strategies, supported by a platform with resources and specialists.

You will work with a local team, utilize financial planning strategies, and help clients meet goals by delivering tailored solutions and top-tier service.