SUMMARY
Leveraging our comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive new business acquisition. You will be part of a collaborative team supported by a robust platform with access to specialized resources, expert professionals, and intellectual capital designed to help clients achieve their financial goals. In addition to new business development, you will oversee ongoing portfolio management, including the monitoring, management and expansion of a loan and depository portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from new client acquisition and expansion of existing clientele
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Manage existing portfolio, including but not limited to loan and depository account maintenance and client check-ins.
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
- Performs all other duties as assigned.
QUALIFICATIONS
- Ten plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience
PREFERRED QUALIFICATIONS
- Proactive, takes initiative, and uses critical thinking to provide solutions
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
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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Skills Required
- 10+ years of work experience in private banking or financial services
- Bachelor's degree
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts
- Focus on client experience
- Proactive approach, initiative, and critical-thinking skills
- Dynamic and credible communication style with exceptional presentation skills
- Strong organizational skills and a disciplined approach
First Horizon Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Horizon Bank and has not been reviewed or approved by First Horizon Bank.
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Retirement Support — Retirement offerings include a 401(k) plan with company matching contributions up to 6% of pre-tax income, alongside FSA/HSA options and a defined benefit pension plan. Stock purchase and equity programs (including options and RSUs) also add to longer-term wealth-building opportunities for eligible employees.
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Parental & Family Support — Parental leave is available for childbirth, adoption, foster parenting, or surrogacy, and adoption reimbursement is included in the package. These family-building benefits broaden support beyond traditional maternity/paternity leave structures.
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Wellbeing & Lifestyle Benefits — Wellbeing support includes an internal wellness program, an employee assistance program, and access to a digital wellness platform. Group life insurance and disability coverage (including no-cost options) strengthen financial protection and day-to-day support.
First Horizon Bank Insights
What We Do
When we opened our doors in 1864 on North Court Street in Memphis, we had a simple mission: to provide the best service to our customers, one opportunity at a time. In the 150 years that followed, our communities transformed and expanded. We’ve seen our business and banking in general grow and adapt to the changing needs of customers through the years. But one thing that will always remain constant is our commitment to financial integrity and to helping our customers take good care of their money.
