Financial Advisor III

Financial Advisor III First Horizon Bank - 3.4 Charlotte, NC Job Details 21 hours ago Benefits Wellness program Health savings account Health insurance Dental insurance Tuition reimbursement Parental leave 401(k) 6% Match Vision insurance 401(k) matching Qualifications Business development management Customer communication Financial sales Series 7 Business development Bachelor's degree Sales development Business development within finance Practicing in the securities industry Consultative selling

Full 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 Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at www.

FirstHorizon.com. 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.