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Financial Advisor, Sr

Company: FIRST HORIZON
Location: Raleigh
Posted on: January 12, 2021

Job Description:

The Financial Advisor will work within our First Horizon Advisors group and provide sales activities for promoting and selling managed money, packaged investment products or individual securities to customers and prospects within assigned territories.Additional Responsibilities:* Handles complex to moderately complex investment sales activities* Calls prospects to generate appointment activity within assigned territory.* Meets with and advises customers or prospects concerning suitable investments. * Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships. Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship. Assists in strengthening of the platform licensing initiative through the development of licensed financial center employees. 4-6 years experience required; 6-8 years experience preferredBachelors Degree required for consideration (or equivalent); Masters preferredAccurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. Excellent consultative sales and cross-selling skills. Relevant certifications. Investments and financial planning experience. Monday - Friday 8:00 AM - 5:00 PM#LI-AK1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: FIRST HORIZON, Raleigh , Financial Advisor, Sr, Other , Raleigh, North Carolina

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