First Horizon

1 month ago

Wealth Management Client Sales Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Support wealth management advisors through a full-service platform, helping drive sales revenue via customer contact, relationship building, and referral source management. Maintain client satisfaction by ensuring accuracy of client data and adherence to operating procedures. Handle inbound requests, manage account maintenance and opening workflows, review account activity for proper settlement and reconciliation, and collaborate with sales, compliance, and other business lines. May attend client and marketing events.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Provide overall support to management, advisors, and support staff, including business process system operation, file maintenance, email inbox monitoring, inbound calls/requests, and coordinating with back office.
•Support prospective and existing clients through extensive client contact aligned to sales activities.
•Perform account maintenance (e.g., money transfer requests, address changes) and manage the account opening process with required documentation and regulatory compliance.
•Review client account activity daily/weekly/monthly to ensure accuracy, proper settlement, and reconciliation.
•Serve as liaison between sales, compliance, and other business lines; fulfill advisor requests and resolve service-related issues and inquiries.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsaParental LeaveLearning Budget401k

Key Requirements

•0-2 years of experience required (2-4 years preferred).
•High school diploma required (bachelor’s preferred).
•Proficient with Microsoft Excel, Word, Outlook, and PowerPoint; DocuSign experience preferred.
•Strong typing, spelling, grammar, written/oral communication, organization, and customer service skills.
•FINRA licenses (Series 7 and 66/63 preferred) and appropriate state life and health insurance licenses preferred.

Experience:0Wealth managementBanking

Education:High School

Skills:CommunicationOrganizational skillsCustomer serviceRelationship buildingOwnership

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63State life and health insurance licenses

Tech Stack:Microsoft ExcelMicrosoft WordOutlookMicrosoft PowerPointDocuSign

Company Brief

First Horizon

Provides commercial and consumer banking services, wealth management, and treasury solutions through First Horizon Bank. Serves individuals, businesses, and institutions across the southeastern United States with lending, deposits, and financial advisory products.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn

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First Horizon

1 month ago

Wealth Management Client Sales Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Provide overall support to management, advisors, and support staff, including business process system operation, file maintenance, email inbox monitoring, inbound calls/requests, and coordinating with back office.
•Support prospective and existing clients through extensive client contact aligned to sales activities.
•Perform account maintenance (e.g., money transfer requests, address changes) and manage the account opening process with required documentation and regulatory compliance.
•Review client account activity daily/weekly/monthly to ensure accuracy, proper settlement, and reconciliation.
•Serve as liaison between sales, compliance, and other business lines; fulfill advisor requests and resolve service-related issues and inquiries.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsaParental LeaveLearning Budget401k

Key Requirements

•0-2 years of experience required (2-4 years preferred).
•High school diploma required (bachelor’s preferred).
•Proficient with Microsoft Excel, Word, Outlook, and PowerPoint; DocuSign experience preferred.
•Strong typing, spelling, grammar, written/oral communication, organization, and customer service skills.
•FINRA licenses (Series 7 and 66/63 preferred) and appropriate state life and health insurance licenses preferred.

Experience:0Wealth managementBanking

Education:High School

Skills:CommunicationOrganizational skillsCustomer serviceRelationship buildingOwnership

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63State life and health insurance licenses

Tech Stack:Microsoft ExcelMicrosoft WordOutlookMicrosoft PowerPointDocuSign

Company Brief

First Horizon

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn