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First Horizon Bank · 3 hours ago

Financial Advisor Senior

Coral Gables, FL

Full-time

Onsite

Mid, Senior Level

4+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients achieve their financial goals. They are seeking a Financial Advisor Senior to develop client relationships and partnerships, offering valuable advice to clients and assisting them with their financial and estate planning needs.

BankingFinanceFinancial ServicesRisk Management

H1B Sponsor Likely

Responsibilities

Drive growth in your market and achieve revenue and profitability goals

Actively communicate the firm’s value proposition and advice-based service offering to all stakeholders

Develop client relationships through internal banker referral partners and external COIs

Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate

Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships

Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions

Engage your connectivity in the community to foster business development

Qualification

Financial Services experienceSeries 7 certificationConsultative sales skillsBachelor's DegreeCommunication skillsBusiness developmentTeam mentalityIntegrity

Required

4+ years experience in the Financial Services industry

Bachelor's Degree required from accredited college or university

Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged

Excellent consultative sales skills, with demonstrated business development track record

Strong written and oral communication skills

Benefits

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Company

First Horizon Bank

Glassdoor3.6

First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

Founded in 1864

Raleigh, North Carolina, USA

5001-10000 employees

https://www.firsthorizon.com/pmc

H1B Sponsorship

First Horizon Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (29)

2024 (31)

2023 (15)

2022 (17)

2021 (19)

2020 (16)