Wealth Management Client Advisor & Sales Specialist

First Horizon Bank; Memphis (TN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical with wellness incentives

401(k) with 6% match

Tuition reimbursement

Mentor program

Job summary

First Horizon Bank in Memphis is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform and drive revenue through client contact and referrals.

You will assist in maintaining client data integrity across source systems, participate in account openings, and help resolve service-related inquiries while ensuring compliance with operating policies.

Qualifications

• 0-2 years’ experience required; 2-4 years preferred.
• High School diploma required for consideration; Bachelors preferred.
• Proficient use of Microsoft Excel, Word, Outlook & PowerPoint; DocuSign preferred.
• Accurate typing, spelling & grammar; strong written and oral communication skills.
• FINRA Licenses: Series 7, 66/63 preferred.
• State Life & Health Insurance licenses preferred.

Responsibilities

• Provide support to management, advisors and staff, handle files and emails.
• Extensive client contact and activity aligned with prospective and existing clients.
• Process account maintenance including money transfer requests and address changes.
• Coordinate between sales, compliance and other business lines.
• Manage account opening paperwork and regulatory documentation.
• Review client activity to ensure accuracy, settlement and reconciliation.
• Attend client meetings, prospect meetings and events as needed.
• Organize tasks with changing priorities in a fast-paced environment.
• Fulfill advisor requests and resolve service-related issues promptly.
• Maintain confidentiality and client privacy; support system enhancements.

Skills

MS Office Suite

Customer Service

Communication

Education

High School diploma

Bachelor's preferred

Tools

MS Excel

Word

Outlook

PowerPoint

DocuSign

Job description

First Horizon Bank in Memphis is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform and drive revenue through client contact and referrals.

You will assist in maintaining client data integrity across source systems, participate in account openings, and help resolve service-related inquiries while ensuring compliance with operating policies.