Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Advisor

First Horizon Bank

Description Location: On site at location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with First Horizon Advisors. As 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. Additional 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. Qualifications 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. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More – FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr First Horizon Bank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in Dallas, TX vacancy
  •  ...Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing... 
    Senior
    Full time

    Texas Capital Bank

    Dallas, TX
    1 day ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities... 
    Senior
    Work at office

    New Day Executive Search

    Dallas, TX
    2 days ago
  •  ...Education & Certification Requirements 7+ Years of Experience as an Advisor. Bachelor’s degree in business, finance, accounting, statistics...  ...Suite, MoneyGuide Pro, Hidden Levers, and Morningstar™ financial software. Experience with the Microsoft Office Suite of applications... 
    Senior
    Work experience placement
    Work at office

    Krilogy

    Dallas, TX
    1 day ago
  •  ...Uncompromisingly independent employee owned 9B AUM Multi‑Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra‑high net worth individuals and families in Denver (5M-500M+ Level Clientele). Clear track to equity. Highlights... 
    Senior
    Work at office
    Immediate start
    3 days per week

    Leah Yosef International

    Dallas, TX
    2 days ago
  •  ...Senior Associate, Gaming and Hospitality Financial Advisory RSM's Accounting and Finance Consulting (AFC) practice's National Gaming and Hospitality group is seeking a Senior Associate to join our team. We have worked solving unique finance and operational issues within... 
    Senior

    RSM

    Dallas, TX
    4 days ago
  •  ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This... 
    Senior
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    3 days ago
  • $200k - $250k

     ...Join to apply for the Senior Wealth Advisor role at District Partners Get AI-powered advice on this job and more exclusive features. This range...  ...wealth management including investment strategy, financial planning, tax, estate, charitable giving, and risk management... 
    Senior
    Immediate start

    District Partners

    Dallas, TX
    5 days ago
  •  ...opportunities and requires collaboration with various investment teams and senior stakeholders. The ideal candidate will have a degree in Finance or Accounting and ability to analyze financial models and assist in executing cross-functional investment transactions. Competitive... 
    Senior

    Hemans.

    Dallas, TX
    3 days ago
  • $69.8k - $132k

     ...gaming, integrated resort, hotel and hospitality accounting and financial operations business issues? Are you looking for a fast-paced...  ...industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice... 
    Senior
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM US LLP

    Dallas, TX
    2 days ago
  • $240k

     ...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas...  ...with others Job Purpose: As a Senior Wealth Advisor, you will work directly...  ...wealth plans that include a coordinated financial strategy that aligns with each client's... 
    Senior
    Full time
    Work experience placement
    Local area

    Squaremouth

    Dallas, TX
    1 day ago
  • Customer Service Representative Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisors direction...
    Senior
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Irving, TX
    2 days ago
  •  ...communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most...  ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a... 
    Senior
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    3 days ago
  • Major Duties Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client; providing maintenance and holistic advice on assigned relationships through cross‑selling and identifying client...
    Senior
    Work experience placement
    Visa sponsorship
    Work visa

    Northern Trust

    Dallas, TX
    4 days ago
  • J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services... 
    Senior

    Aumni

    Dallas, TX
    5 days ago
  • $110k - $135k

    Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to...  ...that define a true advisory relationship. Position Role The Senior Financial Planner is the financial planning subject matter expert... 
    Senior
    Local area

    Tompkins Financial Advisors

    Syracuse, NY
    3 days ago
  • $64.2k - $116.4k

     ...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance...  ...of P2C, who independently owns and manages engagement level financial and operational activities throughout the opportunity and engagement... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Dallas, TX
    4 days ago
  • $62.8k - $103.4k

     ...professionally. There's no one like you and that's why there's nowhere like RSM. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems. You will be an... 
    Senior
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM

    Dallas, TX
    2 days ago
  •  ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge... 
    Senior
    Local area

    BOK Financial

    Dallas, TX
    1 hour ago
  •  ...deliver advice-based solutions that simplify financial complexity to achieve the client's goals...  ...with the Wealth Management Advisor. Demonstrates highly developed sales,...  ...for employment in this position. Senior Private Banker At Fifth Third, we understand... 
    Senior
    Work at office

    Fifth Third

    Dallas, TX
    1 day ago
  •  ...company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative...  ...Ability to demonstrate confidence and act as a trusted advisor. Ability to communicate effectively both verbally and in writing... 
    Senior
    Work at office
    Local area
    Day shift

    Bank OZK

    Dallas, TX
    2 days ago
  • Summary The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this Job is to...
    Senior
    Full time
    Work at office

    CHRISTUS Health

    Irving, TX
    4 days ago
  •  ...Responsibilities Monthly/quarterly/annual financial close and reporting of the Company and its associated REIT entities Record the acquisition and disposition of investment properties Prepare quarterly financial statements for Board of Directors and certain lenders Assist... 
    Senior

    Atlas Search

    Dallas, TX
    1 day ago
  •  ...Perform reconciliations with Administrators Review and verification of LP allocations, capital calls, distributions, quarterly financial statements, partner capital statements and IRR calculations from Administrators - Investment Level Accounting: Oversight of... 
    Senior

    Blake Smith Staffing, LLC

    Dallas, TX
    2 days ago
  •  ...career fund accountant looking to work at a world-class organization with incredible growth opportunity. Responsibilities Create the financial and management reports Manage fee calculations and weekly/monthly /quarterlyreporting Handle management fee, waterfalls, and... 
    Senior

    Taurus Search

    Syracuse, NY
    3 days ago
  •  ...data-driven, business-minded, and diverse team, driving crucial financial planning, accurate forecasting, and insightful financial...  ...capabilities. Develop and prepare high‑impact presentations for Senior Finance Leadership, distilling complex financial information into... 
    Senior
    Full time
    Work at office
    Work from home

    Siemens AG

    Dallas, TX
    3 days ago
  •  ...Position Summary Hillwood Investment Properties (HIP) is seeking a Senior FP&A Analyst to join its growing Operations and Finance team in...  ...partnering closely with the FP&A Director, this role supports financial planning, forecasting, incentive compensation analysis, and... 
    Senior
    Flexible hours

    Hillwood

    Dallas, TX
    4 days ago
  • A technology company based in Dallas, Texas is seeking an IT Security Analyst responsible for monitoring and advising on information security issues. The role involves managing IT security projects, conducting security audits, and developing policies. The ideal candidate...
    Senior

    Cloud Hybrid Technologies, LLC

    Dallas, TX
    22 days ago
  •  ...position will have the primary responsibility of record keeping and financial reporting for several private equity investment partnership clients and will report to one or more fund controllers. The senior fund accountant will review, audit and approve the work of cash... 
    Senior

    Muf

    Dallas, TX
    2 days ago
  • $72.5k - $135.5k

    Overview We are seeking a Financial Analysis Specialist Advisor to join our team in Dallas, Texas (US-TX), United States (US). This role supports existing work with contracts including the New York Department of Education (NYCDOE) and the LA28 Olympics project, focusing... 
    Contract work
    Temporary work
    Remote work
    Flexible hours

    NTT DATA

    Dallas, TX
    2 days ago
  • $80k - $100k

     ...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant...  ...for blocked or tax-exempt Partners Prepare Consolidated Financial Statements with footnotes Analyze investment documents and... 
    Senior
    Work at office
    Remote work
    2 days per week

    Gen II Fund Services

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!