Regions Bank
Overview
Join to apply for the
Financial Advisor
role at
Regions Bank . Thank you for your interest in a career at Regions. Regions seeks performance-driven individuals who want to build a career with opportunities for growth. If you are results-focused and committed to quality, strength and integrity, Regions may be your employer of choice. Job Description
The Financial Advisor establishes a portfolio of bank customers by delivering sound advice and guidance tailored to the customer’s financial objectives. Advice is based on a deep understanding of the customer, their current financial standing, and their short- and long-term goals. The ideal candidate is customer-focused and partnership-centric with prior branch-based Financial Advisor experience. Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offers in-depth guidance through Financial Planning services. Identifies and follows up on 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 staff informed about investment products and opportunities. Adheres to compliance requirements and follows corporate and industry protocols. This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements
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 Planner, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation
Compensation for this role includes 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
Regions offers a benefits package that is flexible and comprehensive. Benefits listed below are for informational purposes and are not a complete summary of plan terms and conditions. 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 Note: Benefits and plans may be changed, amended, or terminated for all or any class of associates at any time. To learn more about Regions’ benefits, please visit Regions’ benefits page. Location
LaFayette, Louisiana (South College) 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. Higher-volume postings may remain active longer due to business need and may be closed at any time thereafter at Regions’ discretion.
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Join to apply for the
Financial Advisor
role at
Regions Bank . Thank you for your interest in a career at Regions. Regions seeks performance-driven individuals who want to build a career with opportunities for growth. If you are results-focused and committed to quality, strength and integrity, Regions may be your employer of choice. Job Description
The Financial Advisor establishes a portfolio of bank customers by delivering sound advice and guidance tailored to the customer’s financial objectives. Advice is based on a deep understanding of the customer, their current financial standing, and their short- and long-term goals. The ideal candidate is customer-focused and partnership-centric with prior branch-based Financial Advisor experience. Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offers in-depth guidance through Financial Planning services. Identifies and follows up on 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 staff informed about investment products and opportunities. Adheres to compliance requirements and follows corporate and industry protocols. This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements
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 Planner, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation
Compensation for this role includes 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
Regions offers a benefits package that is flexible and comprehensive. Benefits listed below are for informational purposes and are not a complete summary of plan terms and conditions. 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 Note: Benefits and plans may be changed, amended, or terminated for all or any class of associates at any time. To learn more about Regions’ benefits, please visit Regions’ benefits page. Location
LaFayette, Louisiana (South College) 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. Higher-volume postings may remain active longer due to business need and may be closed at any time thereafter at Regions’ discretion.
#J-18808-Ljbffr