Financial Advisor
First Horizon
Financial AdvisorJob Category: Wealth ManagementLocation: On site at 400 Meridian St N, Huntsville, AL 35801, USAFull-TimeJob DetailsDescriptionAs a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.Key ResponsibilitiesDrive 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.Qualifications4+ 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.About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at HighlightsMedical with wellness incentives, dental, and visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% matchMore -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities
- ...Overview First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles...SuggestedHourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...Suggested
- ...Pinnacle Financial Advisor PositionAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...SuggestedWork at office
- ...Redstone Federal Credit Union is seeking an experienced Financial Planner to provide fiduciary, compliant financial planning and investment... ..., and preferred FINRA licenses. You will work with advisors to present plans, support member outcomes, and ensure regulatory...Suggested
- ...Bankers Life is looking for ambitious individuals to join our team as Financial Services Professionals in Huntsville, Alabama. This role offers significant training, mentorship, and a flexible work environment that aligns with your lifestyle. In this position, you will...SuggestedFlexible hours
- Direct message the job poster from Prudential Financial Business Development Manager at Prudential We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we...Full timeLocal area
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors...Full timeTemporary workPart timeWork experience placementWork at office
- ...and personal balance. In this role, you will conduct virtual consultations and cultivate relationships with clients, ensuring their financial well-being. Expect to enjoy benefits like weekly pay, mentorship, and access to industry-leading tools, all within a supportive...Weekly payRemote workFlexible hours
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
- ...UNIFY Financial Credit Union is seeking a Personal Banker located in the Mazda Toyota Plant in Madison, Alabama. You will guide Members through their financial journeys, delivering personalized solutions tailored to their needs. The ideal candidate will possess strong...
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Alabama.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
- ...PNC Wealth Management is hiring a Wealth Advisor in Alabama to consult on investment and insurance strategies, grow and retain client books, and implement financial plans. Based in Alabama, you will collaborate with internal partners to identify opportunities and drive...
- Trustmark Corporation is seeking a Relationship Banker in Huntsville, AL. You will identify customer needs, refer appropriate bank products, and deepen customer relationships while processing a range of cash and non-cash transactions. You will service, sell, and cross-...
- Trustmark Bank in Huntsville, AL seeks a Relationship Banker to identify customer needs and match them with bank products, while deepening relationships through proactive sales and service. You’ll handle deposits, loans, and related transactions and contribute to customer...
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Night shift
- Trustmark Bank in Huntsville, AL is seeking a Branch Supervisor to oversee daily branch operations and lead a team to drive growth through sales, service, and lending. You will lead staff development, implement local business development strategies, process loan applications...Local area
- Fifth Third Bank in Huntsville, AL seeks a Personal Banker Associate II with a strong selling mindset to support deposits, loans, and fee-based services. The role emphasizes relationship building and consultative service through its on-boarding program and rotations in...
- ...for their Hays Farm location in Huntsville, AL. This role involves using a consultative sales process to assess and meet customer financial needs and deepen customer relationships. Candidates should possess strong sales and customer service skills, with the ability to analyze...
- ...Retail Personal Banker I role focused on consultative selling and building relationships with customers and prospects. You will learn financial needs assessment, cross-sell banking products, process teller transactions, and support a busy financial center while traveling...
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...Banker Associate I to engage customers through a consultative sales approach. This role focuses on identifying and meeting clients' financial needs while fostering long-term relationships. The ideal candidate will have strong sales and customer service skills, with a...Full time
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...Job Description A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM. We are looking to... ...households Deliver high-touch client experience Develop and present financial plans Provide investment recommendations and create portfolio...Full timeWork experience placement
- ..., sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaShift workDay shift
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Temporary workWork at officeNight shiftWeekend work
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
$39.6k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planning assistant Huntsville, AL
- estate planning consultant Huntsville, AL
- financial advisor development program Huntsville, AL
- wealth advisor Huntsville, AL
- financial consultant Huntsville, AL
- financial counselor Huntsville, AL
- associate corporate finance Huntsville, AL
- finance associate Huntsville, AL
- jde finance consultant Huntsville, AL
- financial planning administrator Huntsville, AL


