Senior Wealth Management Advisor

Position: Senior Wealth Management Advisor First Horizon
Enhance high-net-worth client experience as a Senior Wealth Management Advisor with First Horizon. This on-site role emphasizes client relationships and strategic financial portfolio management.

First Horizon is seeking a Senior Private Client Relationship Manager to lead business development and provide expert advice.

Your role involves engaging with affluent clients while collaborating with specialists to maximize financial outcomes. Use your extensive knowledge to navigate investment risks and strategic wealth management effectively.

Key Responsibilities:

• Drive revenue growth through acquisition and retention of clients

• Advise clients on wealth management and risk strategies

• Build strong relationships with referral sources and specialists

• Collaborate for comprehensive financial solutions

• Maintain strict risk management and compliance standards

Requirements:

• Bachelor's Degree in a relevant field

• Minimum 5 years of experience in Wealth Management

• Required licenses:
Series 7 and Series 66

• Proven success with high-net-worth client relationships

• Strong sales and interpersonal skills

Leverage your expertise to empower clients at First Horizon and advance their financial success.
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