Financial Advisor - First Horizon Bank
Core
Financial Advisor providing investment solutions to bank clients through First Horizon Bank's Investment Program.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Building client base, creating open-architecture solutions
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Support clients in every stage of their financial life, find new clients via bank referrals, create client-specific solutions, grow business with LPL tools and support
Seniority
Mid-level IC