Financial Advisor - First Horizon Bank
Core
Provide comprehensive financial and investment solutions to bank clients, leveraging the bank's referral network and LPL Financial's open architecture platform.
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, portfolio construction, client relationship management, regulatory compliance
Preferred skills
Community reputation building, business growth
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base using the bank's referral system, create client solutions without proprietary products, capitalize on the bank's community standing
Seniority
Mid-level, hands-on IC
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