Wealth management advisor job description

About UsFirst 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.

Work collaboratively with other lines of business in the organization, resulting in personal trust, life insurance, financial planning, or other financial service relationships.The ability to understand the needs and financial concerns of clients.Promote customized solutions for clients to achieve their long-term financial goals.Ability to build a wealth management practice through establishing professional networks and prospecting for new clients.Building a strong client relationship based on effective communication, a shared understanding of objectives and a commitment to provide solutions which address the unique needs of each client Have a clear focus on developing and maintaining long-term relationships with clients, resulting in trust and stability of community over time.Conduct annual reviews, evaluate changes in financial objectives, and recommend actions which result in retention, strengthening, and growth of the client's relationship.Assist in strengthening of the platform licensing initiative through the development of licensed financial center employees.
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:

Ability to work in a team environment with success of the entire team at the forefront of decisions Sales experience preferred with a strong entrepreneurial mindset.Strong communication skills both written and verbal.Strong business acumen.Perseverance in the face of a challenge.Ability to engage your community and leverage personal networks/contacts.Bachelor (4-year college) degree and 6+ years of experience or equivalent combination of education and experience

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

Follow UsFacebook -- facebook.com/FirstHorizonBankTwitter -- twitter.com/FirstHorizonBnkLinkedIn -- linkedin.com/company/first-horizon-bank Instagram -- instagram.com/first_horizonYouTube -- 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)

The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven financial planning experience.
Responsibilities


Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
Work with the Investment team to identify and implement an appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
Work with clients to develop individual investment objectives
Monitor investment performance versus benchmarks and develops insights for clients regarding key contributors and detractors
Monitor client accounts on a quarterly basis relative to policy and goals
Reviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterly
Manage investment transition for new clients
Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
Provide recommendations to individuals and families enabling them to fulfill their financial goals
Identify insurance needs for clients and assess proper solutions
Work with investment team as needed for client proposals, assessing risk tolerance, and identifying appropriate investment strategies
A firm resource to develop financial plans as needed
Develop a knowledge of the client’s entire financial and family situation and be able to structure investment and financial plans
Ability to discuss estate planning and work with internal and external resources to meet the estate planning goals of the client
Direct consultation with attorneys and accountants on financial, tax, and estate planning
Client meeting planning, facilitation, and presentation
May be assigned to larger and more complex books of business
Compliance with all industry rules and regulations and firm policies
Other duties as assigned


Requirements
Qualifications


Bachelor’s degree from an accredited college or university
Minimum 5 years relevant experience within financial services, wealth management preferred
Strong organization and communication skills
CFP required
Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform

TransUnion's Job Applicant Privacy Notice

What We'll Bring:
Product Management Advisor, Specialized Risk Analytics Solutions

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

We are seeking a Product management Advisor to lead product management for all analytics products, including models and predictive attributes, developed by Specialized Risk Solutions Group leveraging public record and proprietary non-FCRA data.

The role will own the vision, strategy, roadmap, prioritization, performance and lifecycle management of this product suite for the enterprise. The role will have end-to-end responsibility covering analytics product strategy/innovation, business cases, requirements and definition, GTM, commercialization, ongoing product health and maintenance; leads cross-functional teams and ensures alignment across all stakeholder groups

Specialized Risk Solutions is a B2B data fusion and aggregation department that provides customers across multiple industries with information-based insights & analytics, data services, and innovative market-leading solutions. It uses proprietary data-fusion technology to fuse data from more than 10,000 public and proprietary data sources to deliver more accurate and comprehensive information on individuals, business, and assets, and their relationship with each other.

Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.

What You'll Bring:
7+ years of product management experience in data-centric solutions with demonstrated skill leveraging market-back product strategies grounded in Voice of CustomerExperience defining business requirements and developing product roadmaps for data, modeling and/or technical solutions in a B2B environment Proven ability to create compelling and effective communication, cross-functionally and at all levels, for internal and external audiences Effective analytical and quantitative skills with financial analysis experience Prior success leading and collaborating with cross-functional product teams moving projects forward by tactfully holding stakeholders accountable Strong collaborator with a problem-solving, design-thinking, and customer-centric mind-set Exudes accountability, ownership and a passion about the problem their products solve Solid understanding of how data, predictive modeling and information services are utilized in collections, identity verification, investigative solutions, and fraud detection and mitigation strongly preferred Bachelor's degree. Master's degree is preferred.

Impact You'll Make:
End-to-end responsibility covering analytics product strategy/innovation, business requirements definition, use case prioritization, GTM planning, and ongoing product health and maintenance Leads cross-functional teams and ensures alignment across all stakeholder groups Owns product vision, business prioritization and roadmap; develops business cases and advocates for investment as needed, which includes partnering with Lines of Business and IT teams Spends time with clients capturing VOC and applying design thinking principles to understand their problems and needs; works with product development teams writing comprehensive product epics and defining solution intent and high-level capabilities Participates in Agile ceremonies, influences PI Objectives and Release content via prioritized features and enablers; has scope of authority for setting PI priorities; influences feature acceptance criteria & jointly accepts as done with Product OwnerThought leader and evangelist for both external and internal audiences Applies a commercial, user-centric mindset to build robust, market-back GTM strategies that are based on developing targeted needs-based market segments; informs pricing Ensures the successful roll-out of new products to Market & Sales teams, supports the development and delivery of comprehensive product training Monitors and analyzes product financials, KPIs, customer feedback, and the competitive landscape to identify gaps, weaknesses and opportunities in any part of product delivery Manages overall product health including the business prioritization of backlog, ongoing product support and product sunset strategies

#LI-Remote

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

TransUnion's Internal Job Title:
Advisor, Product Management