Wealth Management Client Sales Specialist

Wealth Management Client Sales Specialist

Job Category:
Wealth Management

Requisition Number: WEALT
017179

Posted:
June 10, 2026

Full-Time On-site

Western Plaza 4315 Kingston Pike Knoxville, TN 37919, USA +3 more locations

Location:

On site listed in the job posting.

Weekly Scheduled

Hours:

Monday-Friday 8:30 AM5 PM

The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.

• Support management, advisors, and other support staff, including operating the firm's business process management system, maintaining appropriate files, and monitoring multiple email inboxes.
• Work with back office to ensure processing is completed and handle inbound calls/requests when needed.
• Maintain extensive client contact, engaging in activities aligned with prospective and existing clients.
• Perform account maintenance, including money transfer requests, address changes, etc.
• Serve as liaison between the sales team, compliance, and other business lines across the firm.
• Manage the account opening process, retrieving relevant executed documentation from clients in compliance with regulatory procedures.
• Review client account activity daily, weekly, and monthly to ensure accuracy, proper settlement, and reconciliation.
• Attend client meetings, prospect meetings, and client/marketing events.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced environment.
• Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support.
• Fulfill financial advisor requests and resolve service‑related issues and inquiries.
• Process tasks and resolve issues in a timely and accurate manner.
• Ensure adherence to compliance operating policies and procedures, including maintaining confidentiality and client privacy at all times.
• Maintain a focus on continuous improvement and provide feedback on system enhancements.
• Master technology to ensure it is being used to its full benefit.

• 0‑2 years of experience required; 2‑4 years of experience preferred.
• High school diploma required for consideration (or equivalent); bachelor’s degree preferred.
• Proficient use of Microsoft Excel, Word, Outlook, and PowerPoint required; experience with Docu Sign preferred.
• Accurate typing, spelling, and grammar skills; good written and oral communication skills; good organizational and customer‑service skills; general banking and operations experience is helpful.
• FINRA licenses:
  Series 7, 66/63 preferred.
• Appropriate state life and health insurance licenses preferred.

• Medical with wellness incentives, dental, and vision coverage.
• Health Savings Account with company match.
• Maternity and parental leave.
• Tuition reimbursement.
• Mentor program.
• 401(k) with 6% match.

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.

First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a top‑10 most reputable U.S. bank.