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First Horizon
Knoxville, TN | Full Time
$67k-94k (estimate)
11 Months Ago
Wealth Management Financial Planner, Knoxville-TN
First Horizon Knoxville, TN
$67k-94k (estimate)
Full Time | Banking 11 Months Ago
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First Horizon is Hiring a Wealth Management Financial Planner, Knoxville-TN Near Knoxville, TN

Essential Duties and Responsibilities:

• Assist clients, deliver quality plans and help coordinate enterprise certified financial planners; to include data gathering, identifying and quantifying clients goals, analysis of the plan, presentation of the plan and the monitoring of the plan on an annual basis. Components of the process will include but not limited to: investment planning, insurance planning, tax planning, estate planning, retirement planning, college planning and goal planning.
• Makes appropriate referrals to RM's; shares recommendations and follow up.
• Assist in the development of material for wealth management employee marketing; assist business line relationship managers in the identification, referral and development of prospects and new clients as well as individually utilizing external sources.
• Coordinate and/or conduct educational seminars, workshops and presentations for prospective financial planning customers as well as employee groups. Performs all other duties as assigned

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:

  1. Bachelor (4-year college) degree and 2-4 years of experience or equivalent combination of education and experience

About Us
First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance 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.

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

Follow Us
Facebook -- facebook.com/FirstHorizonBank
Twitter -- twitter.com/FirstHorizonBnk
LinkedIn -- linkedin.com/company/first-horizon-bank
Instagram -- instagram.com/first_horizon
YouTube -- youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$67k-94k (estimate)

POST DATE

04/25/2023

EXPIRATION DATE

06/07/2023

WEBSITE

firsthorizon.com

HEADQUARTERS

MEMPHIS, TN

SIZE

3,000 - 7,500

FOUNDED

1864

TYPE

Public

CEO

D BRYAN JORDAN

REVENUE

$3B - $5B

INDUSTRY

Banking

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About First Horizon

First Horizon is a provider of personal and commercial financial services including banking, mortgage, investment, credit card and insurance.

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