Senior Private Wealth Advisor to High-Net-Worth Clients

First-Horizon-Bank; Sarasota (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 Bank seeks a Private Client Relationship Manager to grow wealth management client relationships and provide advanced financial planning to high-net-worth individuals in our local market.

You will partner with banking and investment specialists to deliver comprehensive, customized solutions while expanding the client base and maintaining compliance with regulatory standards.

Qualifications

• Bachelor's degree required.
• 5+ years of sales and client management in wealth management.
• Proven ability to manage a portfolio of high net worth clients with complex credit and banking needs.
• Advanced credit knowledge with a track record of complex credit deals.
• Proficient with deposit, credit and investment products.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients and expanding services.
• Self-acquires new business through community involvement and referrals.
• Serve as an expert advisor for affluent clients with complex wealth relationships.
• Collaborate with specialists (credit, planning, investments, trust, insurance) to deliver integrated solutions.
• Lead a team-based approach to deliver First Horizon's full suite of private banking services.
• Maintain risk controls within regulatory frameworks.

Skills

Sales & client mgmt

Interpersonal skills

Credit knowledge

MS Office

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

First Horizon Bank seeks a Private Client Relationship Manager to grow wealth management client relationships and provide advanced financial planning to high-net-worth individuals in our local market.

You will partner with banking and investment specialists to deliver comprehensive, customized solutions while expanding the client base and maintaining compliance with regulatory standards.