Financial Advisor
$43.89k - $150kRegions Financial
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 our 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 follow 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
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 Planning, Chartered Financial Consultant and Certified Retirement Specialist
- Two (2) years of Financial Advisory experience
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 the provided link.
Location Details
Location: The Villages, Florida
Equal Opportunity Employer/including Disabled/Veterans
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