3 jobs found

Ameriprise Financial Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to...

First Horizon National Corporation Location: Onsite at the location listed in the job posting. Summary The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM Sr. delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service. Essential Duties and Responsibilities Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions. Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs. Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists. Lead client...

First Horizon National Corporation Location: On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service. Essential Duties and Responsibilities Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions. Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs. Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists. Lead client conversations with...