Senior Private Wealth Advisor & Relationship Leader

First Horizon Corp.; Tampa (FL); On-site; USD 120,000 - 180,000; 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 seeks a Private Client Relationship Manager to grow a portfolio of high-net-worth clients and advise on wealth planning, risk management, and complex banking solutions. You will coordinate with specialists to tailor strategies and deliver comprehensive financial counsel.

The role emphasizes revenue growth, client retention, and proactive community networking within a local team, while upholding First Horizon's values and regulatory standards.

Qualifications

• Bachelor's degree required and FINRA licenses as applicable.
• 5+ years of sales and client management experience in Wealth Management.
• Proven track record managing portfolios of high net worth clients with complex needs.
• Strong interpersonal, sales and relationship management skills.
• Advanced knowledge of credit and banking products.
• Proficiency with MS Office and common sales tools.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients.
• Self-acquires new business by being active and well connected in the community.
• Act as the expert level advisor for complex wealth relationships.
• Collaborate with credit, planning, investments, and trust specialists to deliver integrated solutions.
• Lead conversations using advanced credit knowledge with clients and prospects.
• Maintain risk and regulatory compliance within the portfolio.
• Support the team and act as a culture champion aligned with bank values.

Skills

Sales experience

Client management

Relationship mgmt

Credit knowledge

Banking products

Team player

MS Office

Education

Bachelor's Degree

FINRA Series 7

FINRA Series 66

SIE Exam

Life, Health, Variable licenses

Tools

CRM systems

Job description

First Horizon Corporation seeks a Private Client Relationship Manager to grow a portfolio of high-net-worth clients and advise on wealth planning, risk management, and complex banking solutions. You will coordinate with specialists to tailor strategies and deliver comprehensive financial counsel.

The role emphasizes revenue growth, client retention, and proactive community networking within a local team, while upholding First Horizon's values and regulatory standards.