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.

• Under general supervision, helps financial advisors and their staff become more effective and efficient by using the available wealth management tools and processes, delivers training initiatives by learning new systems and processes, and researches and resolves simple and complex issues that a client and/or financial advisor may have.
• Educates advisors of best practices to implement within their teams and help them adopt and implement practice management by using the tools available at the firm
• Helps advisors establish client processes using available tools to enhance the client experience and makes independent recommendations based on the advisors book of business, products, experience and AUM
• Handles incoming calls from advisors, client specialists for help with our systems, process and practice management.
• Completes trade corrections
• Handles incoming calls from clients for help with online access, account questions, money movements and accepting clients trade instructions clients whose advisors are not available
• Processes internal client account paperwork and back office processing
• Identifies issues discovered through internal reporting and/ or advisors and clients as they develop and follows up with issue until resolved
• Assists facilitating, coordinating, and executing training activities including training new employees and increasing knowledge of current employees
• Ensures adherence to operating policies and procedures
• Supports a positive, inclusive atmosphere that encourages teamwork and collaboration and consistency of process, is viewed as approachable by team members, and is willing to share knowledge with others
• Maintains a focus on delivering an outstanding client experience while exercising confidentially at all times

Job Requirements:

• Bachelor’s Degree required
• Basic understanding of economic and accounting principles and practices, financial industry and markets, banking, and financial planning
• Proficient in Microsoft Office applications
• Currently holds FINRA licenses Series 7 and 63 or 66 (or successful completion of all licenses within 6 months of employment)
• 1-2 years of sales and/or broker/dealer or practice management experience
• Excellent oral and written communication skills
• Self starter, proactive, flexible, and accommodating
• Team player with good interpersonal skills who is able to work collaboratively across departments
• Ability to coordinate with others, set and achieve goals, and resolve problems while maintaining a strong sense of teamwork

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)