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 is dedicated to safeguarding personal information submitted for job opportunities and to storing it in accordance with regulatory requirements. Information submitted will be reviewed by Regions associates, consultants, and vendors to evaluate qualifications and will not be used for marketing or shared outside Regions unless required by law. Job Description
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, their current financial standing and their 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 follow corporate and industry protocols 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 Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation & Position Type
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 Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be 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 Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please visit Regions’ official benefits page. Location
One Indiana Square, Indianapolis, Indiana Location: Indianapolis, Indiana Equal Opportunity
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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Join to apply for the
Financial Advisor
role at
Regions Bank . Thank you for your interest in a career at Regions. Regions is dedicated to safeguarding personal information submitted for job opportunities and to storing it in accordance with regulatory requirements. Information submitted will be reviewed by Regions associates, consultants, and vendors to evaluate qualifications and will not be used for marketing or shared outside Regions unless required by law. Job Description
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, their current financial standing and their 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 follow corporate and industry protocols 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 Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation & Position Type
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 Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be 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 Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please visit Regions’ official benefits page. Location
One Indiana Square, Indianapolis, Indiana Location: Indianapolis, Indiana Equal Opportunity
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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