Wealth Management Advisor

We are seeking an experienced Wealth Management Advisor to join First Horizon’s team of dedicated professionals. This position requires an individual with a thorough knowledge of financial planning, investment strategies and banking products and services. The ideal candidate must have excellent customer service skills and the ability to build and maintain relationships with clients. The Wealth Management Advisor will be responsible for providing high-level financial advice and guidance to our client base in order to help them achieve their financial goals. If you have a passion for finance and are looking to join a growing team where your contributions can make a difference, we want to hear from you! Required Qualifications:• Bachelor’s Degree in finance, accounting, or related field• 5+ years’ experience as a Wealth Manager, Financial Planner, Investment Advisor or similar role• Knowledge of financial regulation and compliance• Strong mathematical and analytical skills• Excellent communication and interpersonal skills• Ability to build trust and maintain client relationships• Self-motivated and results-driven

Responsibilities:

1. Analyze financial data to develop tailored financial plans for clients.
2. Provide clients with customized investment strategies to help them meet their financial goals.
3. Monitor client portfolios and adjust investment strategies as needed.
4. Maintain up-to-date knowledge of financial regulations and compliance.
5. Develop and implement marketing strategies to promote wealth management services.
6. Establish and maintain relationships with clients and other relevant parties.
7. Identify areas of improvement for client portfolios and provide appropriate solutions.
8. Assist clients with any queries or issues they may have.
9. Ensure compliance with all relevant laws and regulations.
10. Prepare and review client reports and statements.

According to JobzMall, the average salary range for a Wealth Management Advisor in Nashville, TN, USA is $50,000 - $125,000 per year.

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