Wealth Management Client Sales & Support Specialist

First Horizon Bank; Monroe (LA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Monroe, LA is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform. You will assist in driving sales revenue through client contact, relationship building, and timely processing of account activities, while ensuring data integrity.

You will manage client accounts, facilitate openings, respond to inquiries, and coordinate with compliance and back-office teams. Strong Microsoft Office skills and FINRA licensing are preferred.

Qualifications

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

Responsibilities

• Provide overall support to management, advisors and back office including file management and handling inquiries
• Extensive client contact across prospective and existing clients
• Perform account maintenance including money transfer requests and address changes
• Liaise between sales, compliance and other business lines
• Manage account opening process and regulatory documentation retrieval
• Review client activity for accuracy, settlement and reconciliation
• Attend client meetings, prospect meetings and events
• Organize and track multiple tasks with changing priorities in a fast-paced environment

Skills

Excel

Word

Outlook

PowerPoint

DocuSign

Education

High School Diploma

Bachelor's degree

Tools

Excel

Word

Outlook

PowerPoint

DocuSign

Job description

First Horizon Bank in Monroe, LA is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform. You will assist in driving sales revenue through client contact, relationship building, and timely processing of account activities, while ensuring data integrity.

You will manage client accounts, facilitate openings, respond to inquiries, and coordinate with compliance and back-office teams. Strong Microsoft Office skills and FINRA licensing are preferred.