Senior Wealth Advisor — Growth, Planning & Client Impact

Confidential; Orlando (FL); On-site; USD 60,000 - 110,000; Full time

Job summary

First Horizon Advisors is seeking outstanding Advisors to join our growing team on site. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank.

You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Advisors will bring unwavering integrity, a team mindset, and drive to grow their career.

Qualifications

• 4+ years experience in the Financial Services industry.
• Bachelor's Degree required from accredited college or university.
• Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
• Excellent consultative sales skills, with demonstrated business development track record.
• Strong written and oral communication skills.

Responsibilities

• Drive growth in your market and achieve revenue and profitability goals.
• Actively communicate the firm’s value proposition and advice-based service offering to all stakeholders.
• Develop client relationships through internal banker referral partners and external COIs.
• Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
• Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
• Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
• Engage your connectivity in the community to foster business development.

Skills

Consultative sales

Relationship building

Communication skills

Education

Bachelor's Degree

Job description

First Horizon Advisors is seeking outstanding Advisors to join our growing team on site. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank.

You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Advisors will bring unwavering integrity, a team mindset, and drive to grow their career.