Senior Private Wealth Advisor | Client Growth & Portfolio

First Horizon Corp.; Coral Gables (FL); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Tuition reimbursementMentor program

Job summary

First Horizon Corp. is seeking an experienced Private Banking professional to guide clients through comprehensive financial planning and drive new business growth. You will oversee portfolio management, including loan and depository assets, while collaborating with a team and leveraging specialized resources.

The role emphasizes a client-focused approach, risk adherence, and building an extensive professional network within the community.

Qualifications

• Ten+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience.

Responsibilities

• Generate new client relationships by earning trust and understanding client needs with targeted advice.
• Drive new business and asset growth from new and existing clients.
• Advise on balance sheets, asset allocation, wealth planning, credit and banking needs.
• Ensure holistic, goals-based planning to meet short-, mid-, and long-term objectives.
• Manage and expand loan and depository portfolios, with client check-ins.

Skills

Private Banking

Sales Acumen

Business Development

Client Relationship

Investments & Wealth Planning

Credit & Banking

Client Experience

Education

Bachelor’s Degree

Job description

First Horizon Corp. is seeking an experienced Private Banking professional to guide clients through comprehensive financial planning and drive new business growth. You will oversee portfolio management, including loan and depository assets, while collaborating with a team and leveraging specialized resources.

The role emphasizes a client-focused approach, risk adherence, and building an extensive professional network within the community.