Wealth Management Advisor

At First Horizon, we are looking for a highly motivated Wealth Management Advisor to join our team and provide our clients with expert advice and guidance on managing their financial portfolios. The ideal candidate is a seasoned and experienced professional who has a well-rounded knowledge of financial planning and wealth management.The Wealth Management Advisor will be responsible for developing and maintaining strong relationships with clients to ensure that their financial objectives are met. The position requires a strong understanding of the principles of investment, risk management, and portfolio management. A successful Wealth Management Advisor must also have excellent communication and interpersonal skills to effectively engage with clients and colleagues.To qualify for this position, you must have a minimum of 5 years of experience in financial planning and wealth management. A bachelor’s degree in finance or a related field is preferred. You must also have a valid Series 7 and Series 66 license, or the ability to obtain one.If you are an independent thinker and a motivated self-starter, with a passion for helping others achieve their financial goals, then this could be the opportunity for you!

Responsibilities:

-Develop and maintain strong relationships with clients to ensure their financial objectives are met -Provide expert advice and guidance on managing financial portfolios -Understand and adhere to the principles of investment, risk management, and portfolio management -Excellent communication and interpersonal skills to effectively engage with clients and colleagues -Maintain a valid Series 7 and Series 66 license -Cultivate new business opportunities and increase client base -Create and implement wealth management strategies tailored to individual client goals and objectives -Analyze financial data and market trends to develop recommendations and advice -Stay abreast of current legislation and regulations to ensure compliance -Monitor client portfolios and make adjustments as needed to meet objectives

According to JobzMall, the average salary range for a Wealth Management Advisor in Knoxville, TN, USA is $54,717–$93,936 per year. The salary range is based on the experience and qualifications of the individual. The range can also vary depending on the employer and the size of their firm.

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