Associate Financial Consultant - RIS - Wetumpka, AL
$40k - $100kRegions Bank
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description: 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 Responsibilities
Establishes joint appointments with Financial Advisors and customers
Works with Financial Advisors on preparing and scheduling meetings
Assists in covering branches that do not have a dedicated Financial Advisor
Responds to customer and Financial Advisors' requests
Updates customer information
Completes required and assigned training modules
Becomes familiar and educated with investment products used to meet customers' investment needs
Demonstrates customer-focused partnership with branch staff
This 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.
Requirements
High School Diploma or GED
Six (6) months of related experience
Preferences
Life Insurance License strongly preferred
Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills and Competencies
Ability to engage in a high touch environment
Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.
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. Position Type
Full time 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 click or copy the link below to your browser. Location Details Wetumpka U.S. Highway 231 Location: Wetumpka, Alabama 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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Associate Financial Consultant - RIS - Wetumpka, AL in Millbrook, AL vacancy
- ...transactionsIdentify information and services to meet customers financial needsRequired Qualification:1+ year of experience interacting with... ...Visa sponsorshipLocation:Zelda Rd: 2773 Zelda Rd, Montgomery, AL 36106We Value DiversityAt Wells Fargo, we believe in diversity,...SuggestedPart timeWork experience placementWeekend work
- ...transactions # Identify information and services to meet customers financial needs Required Qualification: ~1+ year of experience... ...Location: ~ Zelda Rd: 2773 Zelda Rd, Montgomery, AL 36106 We Value Diversity At Wells Fargo, we believe in...SuggestedPart timeWork experience placementWeekend work
- ...Online Order Filling Team Associate WM Supercenter #1101 4538 Us Highway 231 Wetumpka, AL 36092-3333 10 open positions CP-1101-9038 $14.00 - $27.00/hr* Part time... ...They make appropriate product substitutions and consult with the customer as needed to ensure...SuggestedFull timePart timeShift work
- ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their...Suggested
$44.54k
...career at Regions. At Regions we believe associates deserve more than just a job. We... ...be collected and reviewed by associates consultants and vendors of Regions in order to evaluate... ...phone and contributing to improving the financial wellness of our customers. The purpose...SuggestedFull timeFlexible hours- ...AL - Wetumpka Full time R236263 Position Overview At PNC, our people are our greatest... ...to improve the customer's financial wellbeing. Collaborates with ecosystem... ...effectively managing all of the risks associated with their business objectives and activities...Full timeTemporary workPart timeWork experience placementWork at office
- ...prepare for current and future challenges. This position is for MOBIS North America Electrified Powertrain, LLC (MNAe) in Montgomery, AL. ABOUT HYUNDAI MOBIS As a global auto parts vendor, we focus on autonomous driving, connectivity, and electrification to be...Work at officeNight shift
- ...Fuel Station Team Associate Neighborhood Market #4691 8035 Vaughn Road Montgomery, AL 36116-0000 2 open positions CP-4691-9029 $14.00 - $27.00/hr* Part time Shift... ...benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and...Hourly payMinimum wageFull timeTemporary workPart timeShift work
$17 - $25 per hour
...Produce AssociateSam's Club #8106 1080 Eastern Blvd Montgomery, AL 36117-1919 R-231365 Full time Shifts may varyPosition Summary...... ...collaborating with cross functional teams and helping educate other associates on tools, tasks, and resources; communicating effectively and...Hourly payMinimum wageFull timePart timeImmediate startFlexible hoursShift work- ...Child Care Associate Prattville - Prattville, AL 36066 Overview Position Type: Part Time Education Level: None Travel Percentage: None Category: General Labor Description Reports to: Child Care Manager Summary: This employee is responsible for the supervision...Part timeShift work
- ...AL - Wetumpka Full time R237928 Position Overview At PNC, our people are our greatest... ...experience aimed at improving customer financial wellbeing and creating loyalty while... ...effectively managing all of the risks associated with their business objectives and activities...Full timeTemporary workPart timeWork experience placementWork at office
- ...Prepared Meals and Rotisserie Chicken Associate Sam's Club #8106 1080 Eastern Blvd Montgomery, AL 36117-1919 R-230764 Shifts may vary Position Summary: Do you have a knack for helping people, following recipes, and organization? Our prepared meal and rotisserie...Immediate startFlexible hoursShift work
$17 - $25 per hour
...Club #8106 1080 Eastern Blvd Montgomery, AL 36117-1919 R-177196 $17.00 - $25.00/hr* Full... ...teams and helping educate other associates on tools, tasks and resources; communicating... ...include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startFlexible hoursShift work- ...Food/Consumables Team Associate WM Supercenter #4407 10710 Chantilly Pkwy Montgomery, AL 36117-7587 2 open positions CP-4407-9019 $14.00 - $27.00/hr* Part time... ...benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal workShift work
- ...Delivery Team Associate WM Supercenter #483 1903 Cobbs Ford Rd Prattville, AL 36066-7230 10 open positions CP-483-9015 $14.00 - $27.00/hr* Part time Shift may... ...benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
$19 - $27 per hour
(USA) Freight Flow Associate Sam's Club #8106 1080 Eastern Blvd Montgomery, AL 36117-1919 R-2670963 $19.00 - $27.00/hr* Full time Shifts may vary Position... ...benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal workShift work- ...Job Description Job Description Hotel : Montgomery Embassy Suites300 Tallapoosa StMontgomery, AL 36104 Full timeCompensation Range : 14.50 Compensation is determined based on a variety of factors, including experience, skills, qualifications, and the specific...
$17 - $25 per hour
...Club #8106 1080 Eastern Blvd Montgomery, AL 36117-1919 R-177688 $17.00 - $25.00/hr* Full... ...-working and happy-to-help fresh food associates. Join our freezer, cooler, and deli team... ...include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase...Hourly payMinimum wageFull timeTemporary workPart timeShift work$19 - $27 per hour
...policy and procedures ensuring Merchandising Associates pick orders within acceptable timeframe... ...medical, vision and dental coverage -Financial benefits include 401(k), stock purchase... ...Location... 1080 EASTERN BLVD, MONTGOMERY, AL 36117-1919, United States of...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal work- Job Description Job Description Summary: The Maintenance Specialist coordinates, monitors, and performs technical processes related to the maintenance department to meet company goals. Responsibilities: [General Management] Report on status of assigned tasks...Work at officeDay shift
$58.1k
...images. Monitors and manages interfaces to key systems, including Electronic Medical Records (EMR), Radiology Information Systems (RIS), Picture Archiving and Communication Systems (PACS), and Voice Recognition systems. Verifies data integrity and optimizes image...For contractorsWork at officeLocal areaRemote work- ...Associate Attorney ASSOCIATE ATTORNEY (Do you have litigation experience?) MONTGOMERY, AL A statewide trade association is seeking a highly motivated Associate Attorney to join its legal department. This position will work closely with the legal team to...
$15 per hour
...We are hiring immediately for full time PATIENT DINING ASSOCIATE (DIETARY AIDE) positions. Location : Baptist Health East - 400 Taylor Road, Montgomery, AL 36117. Note: online applications accepted only. Schedule : Full time schedule; three 12 hour shifts...Hourly payFull timePart timeLocal areaImmediate startRemote workFlexible hoursShift work- ...Online Order Filling Team Associate Online Order Filling associates have one focus: to... ...make appropriate product substitutions and consult with the customer as needed to ensure... ...include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase...Hourly payMinimum wageFull timeTemporary workPart timeWeekend workAfternoon shift
- ...Front Desk Associate Prattville - Prattville, AL 36066 Overview Position Type Part Time Description Reports to: General Manager Front Desk: Job Summary The Front Desk Associate will be responsible for superior customer service to current CLUB4 Fitness...Part timeShift work
$14 - $27 per hour
...Online Order Filling Team Associate WM Supercenter #483 1903 Cobbs Ford Rd Prattville, AL 36066-7230 $14.00 - $27.00/hr*... ...appropriate product substitutions and consult with the customer as needed to... ..., vision and dental coverage. Financial benefits include 401(k), stock...Hourly payFull timeTemporary workShift workWeekend workAfternoon shift- ...Checkout Team Associate WM Supercenter #483 1903 Cobbs Ford Rd Prattville, AL 36066-7230 3 open positions Part time Shift may start between 8:00am - 11:00am Shift... ...include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
$15 per hour
...We are hiring immediately for full time PATIENT DINING ASSOCIATE (DIETARY AIDE) positions. Location : Baptist Health South - 2105 East South Boulevard, Montgomery, AL 36116. Note: online applications accepted only. Schedule : Full time schedule; three 12...Hourly payFull timePart timeLocal areaImmediate startRemote workFlexible hoursShift work$15 per hour
...Patient Dining Associate (Dietary Aide) Morrison Healthcare is hiring immediately for full time Patient Dining Associate (Dietary Aide... ...: Baptist Health South - 2105 East South Boulevard, Montgomery, AL 36116. Note: online applications accepted only. Schedule: Full...Hourly payFull timeLocal areaImmediate startRemote workFlexible hoursShift work- ...1) robust partnerships with the defense industry in Huntsville, AL and across the Southeast; (2) engagement with local automotive and... ...are required. Candidates will be considered at the Assistant, Associate, and Full Professor levels. Applicants at the Associate and Full...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Consultant - RIS - Wetumpka, AL. Be the first to apply!


