Regions Bank
Financial Advisor
At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.
Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
Builds and maintains a strong client network and pipeline
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
Conducts and/or participates in investment performance and relationship reviews
Keeps junior level staff informed about investment products and opportunities
Adheres to compliance requirements and follows corporate and industry protocols
Requirements
High School Diploma or GED
Six (6) months of related experience
Series 7
Series 63 & 65 or Series 66
Life Insurance License must be obtained within 60 days from employment start date
Preferences
Bachelor's degree
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
Two (2) years of Financial Advisory experience
Compensation Base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+
Position Type Full time
Incentive Pay Plans This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Benefits Information
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Location Naples, Florida
Equal Opportunity Employer Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
Builds and maintains a strong client network and pipeline
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
Conducts and/or participates in investment performance and relationship reviews
Keeps junior level staff informed about investment products and opportunities
Adheres to compliance requirements and follows corporate and industry protocols
Requirements
High School Diploma or GED
Six (6) months of related experience
Series 7
Series 63 & 65 or Series 66
Life Insurance License must be obtained within 60 days from employment start date
Preferences
Bachelor's degree
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
Two (2) years of Financial Advisory experience
Compensation Base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+
Position Type Full time
Incentive Pay Plans This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Benefits Information
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Location Naples, Florida
Equal Opportunity Employer Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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