Talent.com
Financial Advisor Senior

Financial Advisor Senior

First HorizonMiami, FL, US
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor Senior

Job Category : Wealth Management

Location : On site at 2109 Ponce de Leon Blvd, Coral Gables, FL 33134, USA

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.
  • 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.

    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
  • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    Create a job alert for this search

    Financial Advisor • Miami, FL, US

    Related jobs
    • Promoted
    Senior Level - CRE Capital Advisor

    Senior Level - CRE Capital Advisor

    Eyzenberg & CompanyMiami, FL, US
    Full-time
    Eyzenberg & Company is a national commercial real estate capital advisory firm specializing in.JV equity, ground leases, C-PACE, and Co-GP. We operate nationally and are recognized for our sophi...Show moreLast updated: 1 day ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    StaffingMiami, FL, US
    Full-time
    A fast-growing, publicly traded, diversified financial services company, our advisors benefit from a nationally competitive platform. You'll have access to wide-ranging, in-house capabilities includ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solution Advisor - Coral Gables

    Financial Solution Advisor - Coral Gables

    Bank of AmericaMiami, FL, US
    Full-time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ou...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor position in Miami, FL

    Financial Advisor position in Miami, FL

    StaffingMiami, FL, US
    Full-time
    Financial Consultant Institutional Trader.Our client is searching for highly qualified financial sales specialists to join our team. Our client has opened a recruiting window for producing financial...Show moreLast updated: 30+ days ago
    • Promoted
    Quantitative Financial Advisor

    Quantitative Financial Advisor

    Bulltick Financial Services, LLCMiami, FL, US
    Full-time
    Bulltick Financial Services, LLC.Quantitative Financial Advisor in Miami, FL, to Apply quantitative fin.F / T Reqs : Bach in Math or quantitative field w / math. Must possess or able to obtain CFA.Email ...Show moreLast updated: 5 days ago
    • Promoted
    Financial Advisor Trainee- Coral Gables, FL

    Financial Advisor Trainee- Coral Gables, FL

    Raymond James FinancialMiami, FL, US
    Full-time
    Through distance learning, apprenticeship, and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymo...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Advisor

    Senior Investment Advisor

    Wealthy RecruitingMiami, FL, US
    Full-time
    We are a premier, client-centric financial advisory firm committed to empowering families, building enduring legacies, and creating meaningful impact through tailored wealth management solutions.Ro...Show moreLast updated: 22 days ago
    • Promoted
    Financial Advisor / Broker position in Miami, FL

    Financial Advisor / Broker position in Miami, FL

    StaffingMiami Beach, FL, US
    Full-time
    Looking for Financial Advisors that are 1st and 2nd Quintile from major wirehouses and Regional Broker Dealers (CRDs).Financial Advisors should not have been employed by more than two firms in the ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor - Registration Candidate - Consumer Investments - Coral Gables

    Financial Solutions Advisor - Registration Candidate - Consumer Investments - Coral Gables

    Bank of AmericaMiami, FL, US
    Full-time
    Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - PNC Investments

    Financial Advisor - PNC Investments

    PNCMiami, FL, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Wealth Advisor SAFE ACT

    Senior Wealth Advisor SAFE ACT

    CitigroupMiami, FL, US
    Full-time
    Senior Wealth Advisor Safe Act.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Client Advisor

    Senior Client Advisor

    VirtualVocationsHollywood, Florida, United States
    Full-time
    A company is looking for a Senior Client Advisor to develop trusted relationships with Premium, Private, and Enterprise clients. Key Responsibilities Onboard members through live, video-based one-...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Broward

    Financial Advisor - Broward

    Corebridge FinancialFort Lauderdale, FL, US
    Full-time
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Advisor Senior

    Wealth Management Advisor Senior

    Amerant BankCoral Gables, FL, US
    Full-time
    The Senior Wealth Management Advisor (SWMA) is responsible for managing a book of business of High Net Worth and Ultra High Net Worth customers (usually $5MM and above). The SWMA develops and implem...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    First HorizonMiami, FL, US
    Full-time
    Job Category : Wealth Management.Location : On site at 2109 Ponce de Leon Blvd, Coral Gables, FL 33134, USA.Summary : As a Financial Advisor, you will build trusted relationships with clients and refe...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor and Firm Profile Permanent Position in Miami, FL

    Financial Advisor and Firm Profile Permanent Position in Miami, FL

    StaffingMiami, FL, US
    Permanent
    The Financial Advisor is a critical member of the wealth management team and is the firm's face to the market.He / she not only identifies and cultivates new clients, but maintains a close, ongoing r...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Guerra Wealth AdvisorsMiami, FL, US
    Full-time
    Guerra Wealth Advisors Financial Advisor Opportunity.If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name! With a dedicated team generatin...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    AMP Financial Advisor

    AMP Financial Advisor

    Raymond James FinancialMiami, FL, US
    Full-time
    The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor.Raymond James advisors...Show moreLast updated: 20 hours ago