Financial Advisor II
first horizon bankAtlanta (GA)
Financial Advisor II
Posted 4 days ago
first horizon bankAtlanta (GA)
SENIORITY
Senior
About the role
Location:
On site at location listed in job posting. Weekly Scheduled Hours: Monday - Friday 9-5
Summary:
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.
Key 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.