Senior Private Wealth Advisor & Relationship Lead

First Horizon Corp.; Florida; On-site; USD 120,000 - 200,000; 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 Corporation in Florida seeks an experienced private banking professional to guide high-net-worth clients through comprehensive financial strategies, integrating banking, investments, and credit solutions within a collaborative platform.

You will expand the loan and depository portfolio, develop relationships, and deliver personalized, goals-based planning while upholding risk controls and regulatory guidelines.

Qualifications

• Ten plus 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 demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience.

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 and expansion of existing clientele.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Manage existing portfolio, including but not limited to loan and depository account maintenance and client check-ins.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
• Performs all other duties as assigned.

Skills

Client relationships

Wealth planning

Asset allocation

Sales ability

Networking

Regulatory/compliance

Education

Bachelor's Degree

Job description

First Horizon Corporation in Florida seeks an experienced private banking professional to guide high-net-worth clients through comprehensive financial strategies, integrating banking, investments, and credit solutions within a collaborative platform.

You will expand the loan and depository portfolio, develop relationships, and deliver personalized, goals-based planning while upholding risk controls and regulatory guidelines.