Wealth Management Advisor

At First Horizon, we are looking for an experienced Wealth Management Advisor to join our team and help our clients reach their financial goals. The ideal candidate will have a deep understanding of financial markets and investments, as well as a commitment to providing first-class service to our clients. We are seeking someone who is passionate about helping people and has a strong desire to make a difference in their lives. The successful candidate should have a minimum of 3 years of experience in the financial services industry, with a focus on asset and wealth management. A bachelor's degree in Business, Finance, Economics, Accountancy, or a related field is preferred. An advanced degree or professional qualifications such as CFA or CFP are highly desirable. An excellent knowledge of financial products and services, as well as a track record of successful client relationships, is essential. The ideal candidate should possess excellent communication and interpersonal skills, be a team player, and have the ability to build rapport with clients. A strong background in financial planning and/or investment management is also desirable.

Responsibilities of a Wealth Management Advisor:

1. Develop and maintain successful relationships with clients, providing high-quality advice and service.
2. Analyze clients' financial needs and objectives and create tailored financial plans to meet their individual goals.
3. Monitor clients' portfolios and make adjustments as needed to ensure their investments are performing to their expectations.
4. Identify suitable investment opportunities and create investment strategies to maximize clients' returns.
5. Monitor financial markets and stay up-to-date on the latest developments in the industry.
6. Provide guidance and support to clients on taxation, retirement planning, estate planning, and other financial matters.
7. Keep detailed records of all client interactions and transactions.
8. Maintain professional qualifications and certifications.
9. Develop marketing materials and strategies to attract new clients.
10. Participate in industry events and conferences to grow and expand the business.

According to JobzMall, the average salary range for a Wealth Management Advisor in Memphis, TN, USA is between $60,000 and $100,000 per year. This range can vary based on experience, education, location, and other factors.

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