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Financial Advisor Sr. - Huntsville

Company: First Horizon Corp.
Location: Huntsville
Posted on: November 25, 2022

Job Description:

If you have an entrepreneurial spirit and would like to grow a team, working with a group of professional bankers, this may be the opportunity for you! First Horizon Bank headquartered in the Southeast has become a top 25 bank, large enough to be competitive, yet small enough to be nimble. Our successful financial advisors have virtually unlimited earning potential, flexibility in work schedule, and control over their practice. We specialize in the needs of our Florida residents with a laser focus of providing comprehensive financial planning and wealth management services to our clients realize their dreams. If you have strong business acumen, love networking, and thrive on exceeding the financial needs and goals of clients apply now!

To be successful in this opportunity:

  • Work collaboratively with other lines of business in the organization, resulting in personal trust, life insurance, financial planning, or other financial service relationships.
  • The ability to understand the needs and financial concerns of clients.
  • Promote customized ways for clients to achieve their long-term financial goals.
  • Ability to build a wealth management practice through establishing professional networks and prospecting for new clients.
  • Building a strong client relationship based on effective communication, a shared understanding of objectives and a commitment to provide solutions which address the unique needs of each client
  • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
  • Conduct annual reviews, evaluate changes in financial objectives, and recommend actions which result in retention, strengthening, and growth of the client's relationship.
  • Assist in strengthening of the platform licensing initiative through the development of licensed financial center employees.

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  • Ability to work in a team environment with success of the entire team at the forefront of decisions
  • Sales experience preferred with a strong entrepreneurial mindset.
  • Strong communication skills both written and verbal.
  • Strong business acumen.
  • Perseverance in the face of a challenge.
  • Ability to engage your community and leverage personal networks/contacts.
  • Bachelor (4-year college) degree and 6+ years of experience or equivalent combination of education and experience

    * Microsoft Office suite


    Series 7, 66. CFP or other financial related designations as asset.

Keywords: First Horizon Corp., Huntsville , Financial Advisor Sr. - Huntsville, Accounting, Auditing , Huntsville, Alabama

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