Financial Advisor - First Horizon Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients, leveraging a broad menu of third-party products without proprietary constraints.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, sales incentive generation
Preferred skills
Existing client base, community reputation
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base using bank referrals, create client solutions using open architecture products, grow business with LPL tools and support
Seniority
Mid-level, hands-on IC
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