Jobs · Finance · Texas

Senior Financial Advisor

First Horizon Bank · Dallas, TX · 2 days ago
FinanceFull-time

About the role

We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors.

Additional 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

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