Wealth Management Advisor

Chattanooga, TN, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

We are looking for a Wealth Management Advisor to join the First Horizon team and help our clients to reach their financial goals. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial advice and creating customized wealth management plans for clients. We are looking for a highly motivated, detail-oriented individual with excellent communication and interpersonal skills. If you have a passion for helping others and a proven track record in financial services, we want to hear from you!To be successful in this role, you must possess a bachelor's degree in finance, economics, accounting, or a related field, and have at least five years of experience in a financial services role. You should be well-versed in investment and retirement strategies, insurance products, and tax laws. Additionally, you should have a strong understanding of financial principles, markets, and strategies, and be comfortable using financial software and technology.

Responsibilities:

Providing comprehensive financial advice and creating customized wealth management plans for clients.
Maintaining up-to-date knowledge of investment and retirement strategies, insurance products, and tax laws.
Developing strategies to help clients reach their financial goals.
Keeping detailed records of clients' financial plans and investments.
Analyzing financial data and market trends to develop recommendations.
Preparing reports and presentations for clients and colleagues.
Providing customer service and addressing client inquiries.
Establishing and maintaining relationships with clients.
Maintaining a strong understanding of financial principles, markets, and strategies.
Utilizing financial software and technology to manage client accounts.

Where is this job?

This job is located at Chattanooga, TN, USA

Job Qualifications

Excellent Written And Verbal Communication Skills
Financial Planning Experience
Analytical And Problem-Solving Skills
Investment Advisory Experience
Securities Licensing (Series
/)
Comprehensive Knowledge Of Portfolio Management
Knowledge Of Financial Markets And Investment Products
Superior Customer Service Skills

Required Skills

Budgeting
Accounting
Insurance
Research
Planning
Negotiation
Compliance
Analysis
Tax
Risk
Portfolio
Allocation
Investment
Retirement
Estate

Soft Skills

Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
collaboration
Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Chattanooga, TN, USA is $64,858 - $91,855 per year.

Additional Information

First Horizon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedJune 27th, 2023

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

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