Senior Wealth Advisor — Client Impact & Growth

First Horizon Bank; Orlando (FL); On-site; USD 70,000 - 110,000; 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 is seeking outstanding Financial Advisors to join our growing team in a client-first culture. You will develop relationships, provide investment guidance, and work with partners across Planning, Brokerage, and Trust to help clients achieve financial goals.

Onboarding emphasizes proven methods and advisor success. You will drive growth, utilization of our advisory services, and engagement with internal and external referral sources while staying abreast of market trends.

Qualifications

• 4+ years in Financial Services or related field.
• Excellent consultative sales skills with track record.
• Strong written and verbal communication abilities.

Responsibilities

• Drive growth in your market and hit revenue goals.
• Communicate the firm’s value proposition and advisory services.
• Develop client relationships through banker referrals and external COIs.
• Coordinate with Financial Planning, Brokerage, Trust, Insurance, and Family Office teams.
• Conduct client meetings and annual reviews to adjust financial objectives.

Skills

Consultative sales

Communication skills

Client relationship building

Series 7

Series 66/63/65 and Life & Health

Education

Bachelor's degree

Job description

First Horizon Bank is seeking outstanding Financial Advisors to join our growing team in a client-first culture. You will develop relationships, provide investment guidance, and work with partners across Planning, Brokerage, and Trust to help clients achieve financial goals.

Onboarding emphasizes proven methods and advisor success. You will drive growth, utilization of our advisory services, and engagement with internal and external referral sources while staying abreast of market trends.