Wealth Management Client Sales Associate

First-Horizon-Bank; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

401(k) with 6% match

Job summary

The Wealth Management Client Sales Specialist will support advisors on a full-service platform, helping drive sales revenue through client contact, relationship building, referrals, and high-quality service. You will maintain data integrity across source systems and assist with account openings, transfers, and inquiries while ensuring compliance and confidentiality in all interactions.

Based in Nashville, on-site with a Monday–Friday schedule, you will coordinate with various teams to manage

Qualifications

• 0-2 years' experience required; 2-4 years' experience preferred
• High School diploma required for consideration (or equivalent); Bachelors preferred
• Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
• Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
• FINRA Licenses : Series 7, 66/63 preferred
• Appropriate State Life & Health Insurance licenses preferred

Responsibilities

• Provide overall support to management, advisors and back office
• Extensive client contact, involved in activities with prospective and existing clients
• Performs account maintenance including money transfer requests, address changes
• Serve as liaison between sales team, compliance, and other business lines
• Manage account opening process and regulatory compliant documentation
• Review client account activity to ensure accuracy and reconciliation
• May attend client meetings, prospect meetings, and client/marketing events
• Organize, manage, and track multiple tasks with changing priorities in a fast-paced environment
• Coordinate and execute activities such as account paperwork fulfillment and changes
• Fulfill advisor requests and resolve service-related issues
• Ensure compliance with operating policies and client confidentiality
• Maintain focus on continuous improvement and provide feedback on system enhancements
• Master technology to ensure it is being used to full benefit

Skills

Client contact

Interpersonal skills

Organizational skills

Customer service

Communication skills

Education

High School diploma

Bachelor's preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

DocuSign

Job description

The Wealth Management Client Sales Specialist will support advisors on a full-service platform, helping drive sales revenue through client contact, relationship building, referrals, and high-quality service. You will maintain data integrity across source systems and assist with account openings, transfers, and inquiries while ensuring compliance and confidentiality in all interactions.

Based in Nashville, on-site with a Monday–Friday schedule, you will coordinate with various teams to manage