Senior Wealth Advisor — Growth, Planning & Impact

First-Horizon-Bank; Bentonville (AR); On-site; USD 70,000 - 110,000; Full time

Job summary

First Horizon Advisors is seeking outstanding Financial Advisors to join our growing team. If you want to grow your career and positively impact clients’ lives with a firm that puts clients first and is recognized in the industry as a Best in Class culture, this could be your home.

As a Financial Advisor, you will develop client relationships and partnerships with referral sources inside and outside of the bank.

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

Business development

Client relationship building

Communication skills

Education

Bachelor's Degree

Job description

First Horizon Advisors is seeking outstanding Financial Advisors to join our growing team. If you want to grow your career and positively impact clients’ lives with a firm that puts clients first and is recognized in the industry as a Best in Class culture, this could be your home.

As a Financial Advisor, you will develop client relationships and partnerships with referral sources inside and outside of the bank.