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