Financial Advisor - First Horizon Bank
Core
Financial Advisor providing investment solutions to bank clients via a partnership model.
Role type
Independent Financial Advisor (IC)
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
Series 7, Series 66 (63/65), Insurance license
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build client base, create client solutions, find new clients, grow business
Seniority
Mid-level, hands-on IC