Financial Advisor in Naples, FL at First Tennessee Bank

Date Posted: 9/27/2019

Job Snapshot

Job Description

This opportunity is within our FTB Advisors group -- Naples Market.

Provides sales activities for promoting and selling managed money, packaged investment products or individual securities to customers and prospects within assigned territories. Handles complex to moderately complex investment sales activities.

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.
Requirements 4-6 years experience required; 6-8 years experience preferred

Bachelors Degree required for consideration (or equivalent); Masters preferred

Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. Excellent consultative sales and cross-selling skills. Relevant certifications. Investments and financial planning experience.

Monday - Friday
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer – M/F/Vets/Disabled.
  • Please view Equal Employment Opportunity Posters provided by OFCCP


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