Martin and Company Portfolio Manager Senior

First Horizon • Knoxville, TN

1d • Onsite

About The Position

Provides sales activities for promoting and selling packaged investment products or individual securities to customers and prospects within assigned territories. Handles the most complex investment sales activities.

Requirements

• Bachelor (4-year college) degree and 8+ years of experience or equivalent combination of education and experience

Responsibilities

• 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.
• Performs all other duties as assigned

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees