Financial Advisor | Now Hiring

Place of work Coral Gables
Contract type -
Start date -
Salary -

Job details

Job description, work day and responsibilities

Job highlights
Identified by Google from the original job post
Qualifications
4+ years experience in the Financial Services industry
Bachelor's Degree required from accredited college or university
Series 7, and either 66 or 63/65
Other financial certifications strongly encouraged
Excellent consultative sales skills, with demonstrated business development track record
Strong written and oral communication skills
Benefits
Benefit Highlights
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Responsibilities
As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank
You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs
Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career
Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success
If you are ready to positively impact the lives of your clients, we are interested in talking to you
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
Job description
Location: On site at location listed in job posting.

Summary

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.

Key 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.

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

About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Company address

United States
Florida
Coral Gables
Show on map Get directions
Company Name: First Horizon Advisors, Inc.
You will be redirected to another website to apply.
Offer ID: #929607, Published: 1 week ago, Company registered: 1 year ago

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