Financial Advisor - First Horizon Bank
Core
Provide comprehensive financial and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Building a client base, leveraging bank referral systems
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Create client solutions without proprietary products, support clients in every stage of their financial life, find new clients via the bank's client base, grow business with LPL tools and support
Seniority
Mid-level, hands-on IC
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