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Job description
SUMMARY
Leveraging our comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive new business acquisition. You will be part of a collaborative team supported by a robust platform with access to specialized resources, expert professionals, and intellectual capital designed to help clients achieve their financial goals. In addition to new business development, you will oversee ongoing portfolio management, including the monitoring, management and expansion of a loan and depository portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from new client acquisition and expansion of existing clientele
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Manage existing portfolio, including but not limited to loan and depository account maintenance and client check-ins.
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Performs all other duties as assigned.
QUALIFICATIONS
Ten plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience
PREFERRED QUALIFICATIONS
Proactive, takes initiative, and uses critical thinking to provide solutions
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
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. More information is available at .
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
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Worksite address
coral gables, FL, 33143, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.