First Horizon

Financial Advisor

First Horizon

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At First Horizon, we are looking for a Financial Advisor who will be responsible for developing and executing strategies to build and maintain relationships with clients. We are looking for an individual who is passionate about financial planning and eager to make an impact on our clients’ financial lives.The ideal candidate for this position should have a college degree in finance or business-related field, possess a valid financial advisor license, and have at least 3-5 years of prior experience in financial advising. Candidates must also have excellent communication and interpersonal skills, be proficient in financial analysis and evaluation, and have strong organizational and time management skills. Additionally, the ideal candidate should be self-motivated, have a strong attention to detail, and demonstrate strong problem solving and analytical skills.At First Horizon, we pride ourselves on our commitment to our clients. If you are looking for an opportunity to utilize your expertise and have a meaningful impact on our clients’ financial success, this may be the perfect opportunity for you.

Responsibilities:

  1. Develop and implement strategies to build and maintain relationships with clients.
  2. Analyze and evaluate financial data.
  3. Provide financial consulting and planning services.
  4. Utilize available resources to ensure client satisfaction.
  5. Monitor client accounts and provide timely reports.
  6. Identify potential areas of improvement and suggest solutions.
  7. Ensure compliance with all relevant laws and regulations.
  8. Maintain accurate records of client accounts and transactions.
  9. Maintain up-to-date knowledge of the financial industry and market trends.
  10. Possess a valid financial advisor license.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Excellent Communication And Presentation Skills

  • Strong Analytical And Problem Solving Skills

  • Financial Planning Experience

  • Knowledge Of Financial Markets And Products

  • Bachelor's Degree In Finance Or Economics

  • Cfp Certification

  • Experience Working With High Net Worth Clients

  • Ability To Build Relationships With Clients

Required Skills
  • Budgeting

  • Planning

  • Forecasting

  • Reporting

  • organizing

  • Trading

  • Problem-Solving

  • Managing

  • Investing

  • Advising

  • Negotiating

  • Analyzing

  • Collaborating

  • Selling

  • Advocating

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Charlotte, NC, USA is between $37,119 and $102,521. This range can vary depending on factors such as the level of experience, education, and certification of the financial advisor.

Additional Information
First Horizon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 27th, 2023
Apply BeforeJune 9th, 2026
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About First Horizon

First Horizon Corporation, formerly First Tennessee Bank, is a financial services company, founded in 1864, and based in Memphis, Tennessee.

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