Wealth Management Advisor

Raleigh, NC, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

Are you a passionate, driven individual looking to make a difference in the lives of others? We are seeking an experienced Wealth Management Advisor to join our team at First Horizon. As a Wealth Management Advisor, you will be responsible for delivering comprehensive financial advice and custom-tailored strategies to exceed the financial goals of our clients.The ideal candidate for this role will possess a comprehensive understanding of the markets, be able to assess and analyze various investment opportunities, and be able to effectively communicate the benefits and risks associated with each decision. The Wealth Management Advisor must also be a team player with a focus on client service, have excellent interpersonal skills, and demonstrate the highest level of professionalism. In this role, you will have the opportunity to make a significant impact on our clients’ financial futures. If you are looking for a rewarding and challenging opportunity to join a dynamic team, please apply today.

Responsibilities:

Develop and implement custom-tailored financial strategies to help clients meet their financial goals.
Analyze and assess various investment opportunities to determine risk levels and potential returns.
Effectively communicate the benefits and risks associated with different investment decisions.
Maintain a high level of professionalism and provide exceptional customer service.
Remain up-to-date on market trends and developments.
Work collaboratively with other team members to ensure successful outcomes.
Build and foster strong relationships with clients.
Monitor client accounts and provide regular updates.
Provide guidance and advice on matters related to financial planning and wealth management.
Prepare and present financial reports to clients.

Where is this job?

This job is located at Raleigh, NC, USA

Job Qualifications

Excellent Communication Skills
Bachelor's Degree In Finance
Ability To Prioritize And Manage Multiple Tasks
Financial Planning Experience
Ability To Build And Maintain Client Relationships
Cfp Certification
Wealth Management Experience
Strong Understanding Of The Financial Markets

Required Skills

Risk Management
Financial Planning
Financial Modeling
Cash flow analysis
Portfolio Management
Regulatory compliance
Client Relationships
wealth management
Asset allocation
Retirement planning
Estate Planning
Investment Analysis
Investment Strategies
Tax Strategies
Insurance Planning

Soft Skills

Communication
Leadership
Time management
creativity
Organization
Critical thinking
Networking
Teamwork
Adaptability
Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Raleigh, NC, USA is between $63,000 and $115,000 per year. This range can vary depending on the advisor's experience, qualifications, and the firm they are working with. Additionally, bonuses and other forms of compensation may be available, which can increase the overall salary range.

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 BeforeSeptember 18th, 2025

This job posting is from a verified source.

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