Financial Advisor
First Horizon
Financial Advisor Job Category: Wealth Management Location: On site at 2109 Ponce de Leon Blvd, Coral Gables, FL 33134, USA Summary: As a Financial Advisor, you will build trusted relationships with clients and referral partners, both inside and outside the bank. You'll play a vital role in guiding clients toward achieving their financial goals, including estate planning, investment strategies, and retirement planning. We offer a well-structured onboarding program and access to a team of seasoned professionals to help you succeed. Our team's proven track record in enhancing advisor knowledge fosters continued career development and long-term success. If you bring unwavering integrity, a collaborative mindset, and a drive to grow your career, we want to hear from you. Key Responsibilities Drive growth in your market by meeting revenue and profitability goals. Effectively communicate the firm's value proposition and advice-based services to clients and stakeholders. Develop relationships through internal bank referrals and external Centers of Influence (COIs). Surround clients with expert team resources, including Financial Planning, Brokerage, Trust, Insurance, and Family Office professionals. Conduct client meetings and annual reviews to ensure alignment with financial objectives, making recommendations to strengthen and grow relationships. Stay informed on market trends and demonstrate a high level of expertise in investment offerings and solutions. Engage with the local community to foster business development and expand market presence. Qualifications Experience: 4+ years in the financial services industry. Education: Bachelor's Degree from an accredited college or university. Licensing: Series 7 and either Series 66 or 63/65. Life & Health Insurance license required. Additional certifications (e.g., CFP, CFA) strongly encouraged. Proven consultative sales skills and a demonstrated track record in business development. Exceptional written and oral communication skills. About Us: First 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. 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
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...SuggestedFor contractorsWork at office- ...Thrivent Financial is seeking dedicated financial advisors in Miami, Florida, to provide expert financial advice while supporting clients in achieving their financial goals. The role offers flexibility, unlimited earning potential through commissions, and a collaborative...Suggested
- ...About Us BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and...SuggestedTemporary workWork experience placement
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...Meaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
$100k
...Company Overview We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe... ...us. As we continue to grow, we are looking for an Associate Advisor to expand our team. Position Overview / Summary The Associate...Work at office- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work experience placementWork at officeLocal areaFlexible hours
$79k - $127k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit Our Miami office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
$48k - $100k
...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...Work at officeShift workDay shift- ...Job Summary: A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...Work at office
- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to identify needs, develop relationships, review financial...Interim roleImmediate startShift workDay 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 areaImmediate startShift workDay shift
$90k
...RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: Florida Compensation: $90,000 - $500,000 / year Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes...Full timeRemote workFlexible hours$123.75k
...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high‑impact brand into... ...you. The Difference You Make: The Senior Associate Investment Advisor is an experienced, client‑facing Financial Advisor responsible...Contract workShift work- ...A dynamic company is seeking passionate individuals to secure families' financial well-being. The role offers virtual client consultations, flexible work from home, and incentives such as no cold calling and weekly pay. Candidates should be motivated and adaptable, ready...Weekly payRemote workWork from homeFlexible hours
- A financial services agency in Miami is looking for a passionate individual to join their team. This role offers flexibility with the option to work from home while focusing on securing families' financial well-being. Your daily tasks will include virtual consultations,...Weekly payRemote workWork from home
- ...State of Florida. With a mission to empower clients to achieve financial well-being, the organization offers personalized, strategic financial... ...is a full-time, remote or in person position, for a Financial Advisor. The Financial Advisor will provide clients with expert...Full timeRemote work
- ...Financial Aid Advisor The Financial Aid Advisor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process and determines eligibility within the parameters of institutional, state...Full timeLocal area
- ...Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workShift workDay shift
$80k
...HR Ratings HR Ratings is a leading Latin American credit rating agency and a U.S. SEC-registered NRSRO specializing in corporate, financial institution, and public finance ratings. As part of its international expansion, the firm is actively building its U.S. analytical...Full timeInternshipWork at office$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re redefining what it means to build wealth, retire confidently, and experience elite financial guidance. For over four decades, we’ve served families across South Florida and nationwide with a boutique, relationship...Full timeWork at officeAfternoon shiftWeekday work- ...A leading financial institution is seeking a Financial Advisor for the Advisor Development Program in Miami, FL. In this role, you'll engage with high-net-worth clients, helping them achieve their financial goals through personalized advice and recommendations. This position...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Job Summary We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while...
- ...A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote work
- ...Company-funded pension and contributions to PFGF, our version of a profit‑sharing retirement plan designed to support your long‑term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success...Work from homeVisa sponsorshipFlexible hours
- ...central role in executing the financing and capital markets activities that fund the company's infrastructure growth and long‑term financial strategy. Working alongside senior members of the Strategic Finance team, you will structure and evaluate capital solutions, build...Temporary workWork at office
- ...role in evaluating and executing a wide range of strategic and financial initiatives, including financing activities, investment... ...materials for various stakeholders (C-Suite, Board, IC, investors, advisors, etc.). Cross-Functional Collaboration Partner closely with Energy...Temporary workWork at office
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