What are the responsibilities and job description for the Martin and Company Portfolio Manager Senior position at First Horizon?
Location: On site in location listed in job posting.
Summary
Provides sales activities for promoting and selling packaged investment products or individual securities to customers and prospects within assigned territories. Handles the most complex investment sales activities.
Essential Duties and Responsibilities
- Calls prospects to generate appointment activity within assigned territory. Meets with and advises customers or prospects concerning suitable investments. Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship. Assists in strengthening of the platform licensing initiative through the development of licensed financial center employees.
- 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:
- Bachelor (4-year college) degree and 8 years of experience or equivalent combination of education and experience
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 www.FirstHorizon.com.
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
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