Wealth Advisor, Onsite Growth & Impact

First-Horizon-Bank; Orlando (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical with wellness incentives

Dental and vision coverage

HSA with company match

Maternity and parental leave

401(k) with 6% match

Job summary

First Horizon Advisors seeks outstanding Financial Advisors to join our Orlando team, helping clients achieve financial goals with advisory planning and estate services. You will be onboarded with comprehensive training and tools to support advisor and client success.

As a Financial Advisor, you will develop client relationships, collaborate with internal and external partners, and provide guidance across planning, brokerage, trust, insurance, and family office services.

Qualifications

• 4+ years experience in the Financial Services industry.
• Bachelor's Degree required.
• Series 7 and 66/63/65; Life & Health certifications preferred.

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

Written and oral communication

Client relationship building

Education

Bachelor's Degree

Series 7

Series 66/63/65

Life & Health

Other financial certifications encouraged

Job description

First Horizon Advisors seeks outstanding Financial Advisors to join our Orlando team, helping clients achieve financial goals with advisory planning and estate services. You will be onboarded with comprehensive training and tools to support advisor and client success.

As a Financial Advisor, you will develop client relationships, collaborate with internal and external partners, and provide guidance across planning, brokerage, trust, insurance, and family office services.