Financial Advisor

First Horizon Bank
Greensboro, NC , US
Full-time

Summary

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.

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.

First Horizon Advisors is the Wealth Management business of First Horizon, a leading banking franchise in the Southeastern United States.

With $ billion under management and administration and a client centric mission, First Horizon Advisors offers Financial Planning, Investment Management, Brokerage, Trust, Private Banking and Family Office Services to our clients.

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 :

  • years experience in the Financial Services industry.
  • Bachelor's Degree required from accredited college or university.
  • Series , and either or / . Life & Health. Other financial certifications strongly encouraged.
  • Excellent consultative sales skills, with demonstrated business development track record.
  • Strong written and oral communication skills.

Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • k) with % match
  • 30+ days ago
Related jobs
Promoted
Truliant Federal Credit Union
Greensboro, North Carolina

The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fu...

Promoted
New York Life
Greensboro, North Carolina

You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,⁴ estate planning strategies, and business solutions. Wealth advisory r...

Promoted
Truist Financial
High Point, North Carolina

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Delive...

Promoted
Prudential Financial
NC, United States

We are looking for Experienced Advisors to join our Team at Carolina Financial Group!. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as smooth as po...

Promoted
Corebridge Financial Inc.
Greensboro, North Carolina

Providing administrative support to a financial advisor. Monitor and manage financial advisor's calendar. Corebridge Financial - Greensboro N. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace ...

Promoted
First Horizon Advisors, Inc.
Greensboro, North Carolina

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will e...

Atria Wealth Solutions
Greensboro, North Carolina

Purpose of the Job The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or...

Guilford Technical Community College
North Carolina, United States

Manage the financial aid office at the Greensboro campus, providing a one-stop shop for walk-in students with all aspects of financial aid, veterans, and scholarship administration. The jobholder advises students regarding financial aid applications, awards, and miscellaneous matters. Advise student...

Pinnacle Financial Partners
High Point, North Carolina

A Financial Advisor should demonstrate commitment to delivering distinctive service. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle’s market segmentation. F...

Corebridge Financial
Greensboro, North Carolina

Providing administrative support to a financial advisor. Monitor and manage financial advisor’s calendar. Corebridge Financial – Greensboro N. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace ...