Location : On site at location listed in job posting.
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.
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.
...Job Description Job Description We are looking for a TAX/STAFF ACCOUNTANT to join our team! We are a local Redlands/Inland Empire CPA firm providing high quality accounting and tax services. Responsibilities: General Ledger postings using Quickbooks or a general...
...Job Description Job Description Looking for food service worker to handle a variety of tasks in a corporate restaurant environment. Need a minimum of two years experience in the restaurant industry and be proficient in prep work in-service and off service. Must be...
...delivering an exceptional experience to all applicants. This is an excellent entry-level opportunity in a fast-paced environment, offering... ...fast-paced environments) preferred Proficiency with Microsoft Word, Excel, email, and the ability to learn new systems quickly...
...is seeking AP Spanish Language & Culture Tutors to provide immediate online assistance to students. As a tutor, you will have the... ...assess student needs quickly. This role is ideal for those looking for competitive pay and the comfort of working from home.#J-18808-Ljbffr
POSITION SUMMARY Our Utility Cleaners play an important role in support of a number of vital hotel functions. At our hotels these associates may work across departments (e.g., kitchen, food and beverage, laundry) to support cleaning needs. Whether preparing fresh clean...