Associate Financial Consultant - RIS - Mt. Juliet, TN
$40k - $100kRegions Bank
Associate Financial Consultant - Regions Investment Services (RIS)At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.Primary ResponsibilitiesEstablishes joint appointments with Financial Advisors and customersWorks with Financial Advisors on preparing and scheduling meetingsAssists in covering branches that do not have a dedicated Financial AdvisorResponds to customer and Financial Advisors' requestsUpdates customer informationCompletes required and assigned training modulesBecomes familiar and educated with investment products used to meet customers' investment needsDemonstrates customer-focused partnership with branch staffThis position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.This position is incentive eligible.RequirementsHigh School Diploma or GEDSix (6) months of related experiencePreferencesLife Insurance License strongly preferredObtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66Skills and CompetenciesAbility to engage in a high touch environmentAbility to gain understanding of our customers' current financial standing and their short and long term financial goalsAbility to work towards full licensing within six (6) months or a mutually agreed upon time frameCompensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.Position TypeFull timeIncentive 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.Position TypeFull timeBenefits InformationPaid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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 DetailsNorth Mount JulietLocation: Mount Juliet, TennesseeEqual Opportunity Employer/including Disabled/Veterans
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