Financial Advisor, Sr.

If you have an entrepreneurial spirit and would like to grow a team, working with a group of professional bankers, this may be the opportunity for you!

IBERIABANK
– First Horizon Bank – two strong banks headquartered in the Southeast have merged to become a top 25 bank, large enough to be competitive, yet small enough to be nimble.

Our successful financial advisors have virtually unlimited earning potential, flexibility in work schedule, and control over their practice.

We specialize in the needs of our Florida residents with a laser focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.

If you have strong business acumen, love networking, and thrive on exceeding the financial needs and goals of clients apply now!

To be successful in this opportunity: 

• Work collaboratively with other lines of business in the organization, resulting in personal trust, life insurance, financial planning, or other financial service relationships.
• The ability to understand the needs and financial concerns of clients.
• Promote customized ways for clients to achieve their long-term financial goals.
• Ability to build a wealth management practice through establishing professional networks and prospecting for new clients.
• Building a strong client relationship based on effective communication, a shared understanding of objectives and a commitment to provide solutions which address the unique needs of each client
• Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
• Conduct annual reviews, evaluate changes in financial objectives, and recommend actions which result in retention, strengthening, and growth of the clients relationship.
• Assist in strengthening of the platform licensing initiative through the development of licensed financial center employees.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

• Ability to work in a team environment with success of the entire team at the forefront of decisions
• Sales experience preferred with a strong entrepreneurial mindset.
• Strong communication skills both written and verbal.
• Strong business acumen.
• Perseverance in the face of a challenge.
• Ability to engage your community and leverage personal networks/contacts.
• Bachelor (4-year college) degree and 6+ years of experience or equivalent combination of education and experience

COMPUTER AND OFFICE EQUIPMENT SKILLS

• Microsoft Office suite

CERTIFICATES, LICENSES, REGISTRATIONS

• Series 7, 66 and full life and health licenses.

  CFP or other financial related designations as asset.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c)