Strategic Financial Advisor: Grow Client Wealth

First-Horizon-Bank; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA match

401(k) match

Job summary

First Horizon Advisors is seeking outstanding Financial Advisors to grow client relationships and partnerships with referral sources inside and outside the bank. You will deliver value through advice-based service and help clients achieve financial goals and estate planning needs.

You will join a firm that emphasizes integrity, teamwork, and a best-in-class culture, with onboarding and training designed to enable Advisors to succeed.

Qualifications

• 4+ years experience in the Financial Services industry.
• Bachelor's Degree 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

Client relationship

Communication skills

Industry knowledge

Team collaboration

Education

Bachelor's degree

Job description

First Horizon Advisors is seeking outstanding Financial Advisors to grow client relationships and partnerships with referral sources inside and outside the bank. You will deliver value through advice-based service and help clients achieve financial goals and estate planning needs.

You will join a firm that emphasizes integrity, teamwork, and a best-in-class culture, with onboarding and training designed to enable Advisors to succeed.