Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Financial Consultant - RIS - Mt. Juliet, TN

$40k - $100k

Regions 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Associate Financial Consultant - RIS - Mt. Juliet, TN in Montana vacancy
  •  ...Personal Banker Associate I - Golden BearMake banking a Fifth Third better...  .... The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify...  ...classroom training sessions.Location -- Mt Juliet, Tennessee 37122... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Montana
    3 days ago
  •  ...family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively...  ...partner. LOCATION -- Mt Juliet, Tennessee 37122 Attention search...  ...will not be responsible for any associated fee. Fifth Third Bank, National... 
    Suggested
    Full time
    Work experience placement
    Work at office

    Fifth Third Bank

    Montana
    5 days ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE...  ..., meaningful conversations that support financial well-being and deepen engagement Lead...  ...Location: ~215 2nd Ave E KALISPELL, MT 59901 We Value Equal Opportunity... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Kalispell, MT
    3 days ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE...  ...proactive, meaningful conversations that support financial well-being and deepen engagement Lead...  ...Posting Location: 1325 Main St BILLINGS, MT 59105 Posting End Date: 19 Nov 2026 *... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Billings, MT
    4 hours ago
  •  ...Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE)...  ...proactive, meaningful conversations that support financial well-being and deepen engagementLead...  ...Location: 1325 Main St BILLINGS, MT 59105Posting End Date: 19 Nov 2026*Job posting... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Billings, MT
    5 days ago
  •  ...level selection Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.Job Type: Full-Time Contact: Will Houston (***) ***-****Location: MT. Juliet, TN (Nashville RDC - 180)... 
    Full time

    Elliott Electric Supply

    Montana
    4 days ago
  • $25.75 - $28 per hour

     ...class service in its transportation operations? Transportation Associates will perform trailer moves in the trailer yard, coordinate...  ...Mental Health Support, Medical Advice Line, 401(k) matching. Learn more about our benefits at ? TN, Mt. Juliet - 25.75 - 28.00 USD hourly... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Night shift

    Amazon

    Montana
    1 day ago
  •  ...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer...  ...this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National...  ...Posting Location: 1325 Main St BILLINGS, MT 59105 Posting End Date: 19 Nov 2026 Job... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    Billings, MT
    5 days ago
  •  ...Loan Originator / Officer - Nashville, TN Mt Pleasant, NC, US Position Title: Loan...  ...for educating, advising, and assessing financial needs and eligibility for various loan products...  ...safely perform the physical activities associated with an outside sales role. Specific... 
    Full time
    Casual work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Night shift
    Afternoon shift

    ALCOVA Mortgage

    Montana
    2 days ago
  •  ...President/CEO - Rocky Mountain Credit Union (Helena MT) Published: July 22, 2026 Type: Full Time Qualifications: Candidates...  ...by a high level of integrity and a deep understanding of the financial services industry. A commitment to delivering outstanding member... 
    Full time
    Temporary work

    Cutoday USA

    Helena, MT
    11 hours ago
  •  ...Associate Veterinarian Or Medical DirectorJoin us as an Associate Veterinarian or...  ...Director at VCA Animal Care Center of Mt. Juliet in Mt. Juliet, TN. You'll quickly discover that you're...  ...(Headspace app subscriptions, Vault financial wellness tool, and access to... 
    Full time
    Relocation package

    VCA Animal Hospitals

    Montana
    4 days ago
  •  ...Associate Position at JD Finish Line At JD Finish Line, we're not just selling products; we're creating experiences. Our retail stores...  ...ID, IN, KS, KY, MD, ME, MN, MO, NC, NV, NH, NM, OH, OK, RI, SC, TN, TX, VA, WI, WY). This job description is not intended to cover... 
    Permanent employment
    Temporary work
    Local area
    Immediate start
    Flexible hours
    Night shift
    Day shift

    Finish Line

    Missoula, MT
    2 days ago
  •  ...Small Animal Associate Veterinarian Billings, MT A fast-paced small animal veterinary practice is seeking a dedicated veterinarian to join its collaborative and supportive team. The practice provides comprehensive care ranging from routine wellness and preventive services... 
    Full time
    Part time
    Relocation package
    Flexible hours

    Desort

    Billings, MT
    4 days ago
  •  ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to driving...  ...Lewisville NC 27023 ~554 N Main Street, Mt Airy NC 27030 ~5995 University... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Montana
    1 day ago
  • $20 - $23 per hour

     ...Relationship Banker I - MT-Great Falls 10th Avenue*We only use cookies that are strictly necessary to allow operation of our website...  ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Great Falls, MT
    2 days ago
  •  ...or an alternative application process. Teller Full Time Mt Juliet TN, Mt. Juliet, TN, US 4 days ago Requisition ID: 3213 Bank...  ...) Status: Full-Time, Hourly Non-Exempt Why Join First Financial Bank? If you’re an energetic and detail-oriented person who... 
    Hourly pay
    Full time
    Live out

    First Financial Bancorp

    Montana
    1 day ago
  •  ...Job TitleThis role focuses on the safety and security of our associates, customers, and merchandise.What You'll DoYou play a major role...  ...leadership courses to help Associates reach their career goals.Financial perks Enjoy 401(k) matching and stock purchase plansWellbeing... 
    Worldwide
    Weekend work
    Afternoon shift

    disABLEDperson Inc

    Montana
    11 hours ago
  • $350 per month

     .... The training is designed for new notaries as well as experienced notaries adding loan signings. Can I take the training from Elmo, MT? Yes. The course is online, so you can complete it from anywhere. Helpful Links How to become a notary signing agent: NSA Certification... 
    Live in
    Remote work
    Flexible hours

    Certified Mobile Notary Service

    Elmo, MT
    2 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Local area

    LinkedIn

    Montana
    4 days ago
  •  ...Regenerative Surgical Specialist - Helena/Billings, MT Location: Billings, MT, US Job Family: Sales Country/Region: United States The Regenerative Surgical Specialist works closely with hospitals and clinics, captures new accounts while nurturing existing... 
    Flexible hours

    Coloplast

    Billings, MT
    3 days ago
  • $17 - $18.15 per hour

     ...be able to work on-site at Benefis - East Campus in Great Falls, MT **** We are searching for the next Patient Access Specialist...  ...insurance, and other patient information including the patient financial liabilities including collecting point of service collections as... 
    Work at office
    Shift work

    Ensemble Health Partners

    Great Falls, MT
    2 days ago
  • $17 - $18.15 per hour

     ...be able to work on-site at Benefis - East Campus in Great Falls, MT **** We are searching for the next Patient Access Specialist...  ...insurance, and other patient information including the patient financial liabilities including collecting point of service collections as... 
    Full time
    Work at office
    Shift work

    Ensemble Health Partners

    Great Falls, MT
    3 days ago
  •  ...to apply for the Client Relationship Consultant 2 (Banker) - MT-Butte (20hrs) role at U.S. Bank At U....  ...we serve to make better and smarter financial decisions and enabling the communities...  ...the E-Verify program. Seniority level Associate Employment type Part-time Job... 
    Temporary work
    Part time

    U.S. Bank

    Butte, MT
    3 days ago
  •  ...Associate Veterinarian Animal Care Center | Hardin, Montana Full-Time Mixed Animal Veterinarian Opportunity At Animal Care Center, we're looking for an Associate Veterinarian to join our established mixed animal practice in Hardin, Montana. If you're passionate... 
    Full time
    Relocation package
    Weekend work

    Western Veterinary Partners

    Hardin, MT
    1 day ago
  • $17 - $18.15 per hour

     ...East Campus in Great Falls, MT **** Available Shifts:...  ...information including the patient financial liabilities including collecting...  ...Financial Management Association (HFMA) MAP Awards for High Performance...  ...experienced revenue cycle, consulting or finance professional and... 
    Full time
    Part time
    Work at office
    Local area
    Remote work
    Shift work

    Ensemble Health Partners

    Montana
    1 day ago
  • $58.44k - $93.5k

     ...Personal Financial Counselor- Helena, MTThis position will provide personal financial services...  ...not limited to, one-on-one counseling, consultation with a commander or with another...  ...required. May consider applicants with an associate degree plus 4 years' experience in lieu... 
    Contract work
    Temporary work
    Work at office

    Magellan Health

    Helena, MT
    2 days ago
  •  ...Personal Financial Counselor - Helena, MTThis position will provide personal financial...  ...not limited to, one-on-one counseling, consultation with a commander or with another provider...  ...required. May consider applicants with an associate degree plus 4 years' experience in lieu... 
    Contract work
    Work at office

    National Guard Employment Network

    Helena, MT
    3 days ago
  •  ...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal... 

    Fifth Third

    Montana
    4 days ago
  • $114.19k - $171.29k

     ...DE, FL, GA, IA, ID, IN, KS, KY, LA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, and WY. Due to complex requirements...  ...bank account maintenance in coordination with Financial Systems and Accounting teams Two direct reports... 
    Daily paid
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work
    Relocation
    Flexible hours
    Shift work

    Advocate Health

    Montana
    9 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel...  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your... 
    Part time

    JPMorgan Chase

    Belgrade, MT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Consultant - RIS - Mt. Juliet, TN. Be the first to apply!