Martin and Company Portfolio Manager Senior

First Horizon Bank

Knoxville, TN

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JOB DETAILS

SKILLS

Banking Services, Brokerage, Capital Markets, Commercial Banking, Facebook, Financial Planning, Financial Services, Fixed Income Investments, Investment Management, Licensing, Life Insurance, Mortgage, Private Banking, Retail, Sales, Sales Prospecting, Securities, Small Business, Wealth Management

LOCATION

Knoxville, TN

POSTED

5 days ago

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 UsFirst 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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About the Company

First Horizon Bank

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