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

Associate Financial Consultant - RIS

$40k - $100k

Regions 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

Winthrop

Location:

Riverview, Florida

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 9 hours ago
Similar jobs that could be interesting for youBased on the Associate Financial Consultant - RIS in Tampa, FL vacancy
  •  ...built on Schwab’s approach to investing. What you have As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth...  ...and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service... 
    Suggested
    Work at office

    Charles Schwab

    Tampa, FL
    6 days ago
  • A leading wealth management in Tampa is looking to hire an Associate Financial Advisor. This position is ideal for someone on CFP track or already holding their CFP who's looking to grow into being the primary relationship manager. This role reports into the firm's Lead... 
    Suggested
    Work at office
    2 days per week
    1 day per week

    JCW Group

    Tampa, FL
    4 days ago
  •  ...Job Description Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast...  ...in our work to enrich lives for generations. The Associate Wealth Advisor is a developmental role intended to provide an... 
    Suggested
    Full time
    Contract work
    Work at office
    Immediate start

    Sequoia Financial Group Llc

    Tampa, FL
    13 days ago
  •  ...Associate Tech SpecialistContribute to a project on a given technology or domain and remain abreast with developments in that technology...  .... Provide application production support as per process/RACI (Responsible, Accountable, Consulted, and Informed) Matrix.... 
    Suggested

    Keylent Inc

    Tampa, FL
    4 days ago
  •  ...answer. We value team players, people who are more concerned with what's right, rather than who's right. RH is seeking a Scheduling Associate that will represent the RH brand by acting as a point of contact to facilitate an elevated delivery experience. This role will... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    RH Restoration Hardware

    Tampa, FL
    9 hours ago
  • $16.3 per hour

     ...Job Description The ideal Designated Selling Associate (DSA) Salesperson is passionate about fashion, enjoys working one-on-one with customers, and thrives in a sales environment. DSAs drive volume for Nordstrom while championing the brand they represent. DSAs are leaders... 
    Flexible hours
    Shift work

    Nordstrom

    Tampa, FL
    9 hours ago
  • Hotel :Tampa Embassy Suites3705 Spectrum BlvdTampa, FL 33612Part timeCompensation Range : $16.00 Compensation is determined based on a variety of factors, including experience, skills, qualifications, and the specific location of the role. Actual pay may differ depending...

    Atrium Hospitality

    Tampa, FL
    9 hours ago
  •  ...helping families amplify and simplify their financial lives by integrating financial planning...  ...confidence and less stress.   The Associate Wealth Advisor I focuses on deepening...  ...may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Tampa, FL
    10 days ago
  •  ...wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...  ...each other.CLA is currently seeking an Associate to join our National Tax Exempt (NExT)...  ...family members, we focus on their physical, financial, social, and emotional well-being and... 
    Full time

    CliftonLarsonAllen

    Tampa, FL
    1 day ago
  • $77k - $202k

     ...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Utilities - Senior Associate, you will play a pivotal role in helping organizations leverage enterprise technology to achieve their digital goals and capitalize... 
    Full time
    H1b

    PwC

    Tampa, FL
    1 day ago
  •  ...Deli AssociateFresco y Mas is committed to fostering a work environment where all associates can be authentic, feel valued, while reaching their full potential.The deli associate is responsible for increasing customer confidence and loyalty by providing courteous and... 
    Immediate start

    Fresco y Más

    Tampa, FL
    5 days ago
  •  ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and... 

    Amazon

    Tampa, FL
    1 day ago
  • $18.41 per hour

    Safety AmbassadorPay Range: $18.41 to $18.41 per hour (Weekly Pay & Pay Advance Before Pay Day!)Shift/Schedule: __Weekend availability REQUIREDValid FL Driver's License REQUIREDFL Class D Security License REQUIREDWho We Are:At Block by Block, we employ Ambassadors to make...
    Hourly pay
    Weekly pay
    Local area
    Shift work
    Weekend work
    Day shift

    Block by Block

    Tampa, FL
    4 hours ago
  •  ...Asset Protection Associate - All DC/FCeComm Whse Logistics #6253 5135 S Dale Mabry Highway Tampa, FL 33611-3505 3 open positions R-2616534 $20.95 - $24.45/hr* Full time Shifts may varyPosition Summary...Asset Protection Security Possesses knowledge of Asset protection... 
    Full time
    For contractors
    Work experience placement
    Work at office
    Local area
    Shift work

    Sam's Club

    Tampa, FL
    4 days ago
  • $15 per hour

     ...Cart Associate - TPA Tampa International Airport Part-Time This position will be hired by DBE (Disadvantage Business Enterprise). $15 / hour. Hours: Approximately 3PM - 11:30PM Monday, Tuesday nights OR 11AM - 7:30PM Friday, Saturday and Sunday. Smarte Carte is a... 
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Smarte Carte

    Tampa, FL
    4 days ago
  •  ...alternative asset classes.Job Summary:As a Private Equity Fund Admin Associate within our client administration team, you will support the...  ...records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management... 
    Work at office

    Chase

    Tampa, FL
    4 days ago
  • $17 - $25 per hour

     ...collaborating with cross functional teams and helping educate other associates on tools, tasks and resources; communicating effectively with...  ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start
    Flexible hours
    Shift work

    disABLEDperson Inc

    Tampa, FL
    2 days ago
  • $17 - $25 per hour

     ...collaborating with cross functional teams and helping educate other associates on tools, tasks and resources; communicating effectively with...  ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Immediate start
    Flexible hours
    Shift work

    Sam's Club

    Tampa, FL
    4 days ago
  • $81.5k - $152.4k

     ...other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future...  ...teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a... 
    Summer holiday
    Work at office
    Flexible hours

    EY

    Tampa, FL
    9 hours ago
  • $100k - $125k

     ...established us as a leader in the industry. Position Summary The Associate Broker is responsible for ensuring the quality and efficiency...  ...them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off... 
    Full time
    Work experience placement

    Ryan Specialty

    Tampa, FL
    9 hours ago
  •  ...About the job Treasury Associate Our employees work at the center of the world's financial markets, bringing both innovation and stability to the entire post-trade lifecycle. Our work environment favors openness and gives people the freedom to do their jobs well... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    MyHR Rescue

    Tampa, FL
    3 days ago
  •  ...As a fuel station associate at Walmart, you will have the opportunity to work in a fast paced, customer-centered environment. You will...  ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time

    Walmart

    Tampa, FL
    5 days ago
  • $80.75k - $125k

     ...classes. Job Summary: As a Private Equity Fund Admin Associate within our client administration team, you will support the management...  ...records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management... 
    Work at office

    JPMorgan Chase Bank, N.A.

    Tampa, FL
    4 days ago
  •  ...Matthews Commercial Real Estate Associate Matthews is the fastest growing commercial real estate and technology company in the nation...  ...business, develop lasting client relationships, and achieve financial freedom. Your growth and success is our mission. Every Associate... 
    Work at office

    Matthews LLC

    Tampa, FL
    2 days ago
  • $15 - $19.5 per hour

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags...
    Minimum wage
    Temporary work
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Night shift

    Tapestry

    Tampa, FL
    3 days ago
  •  ...Delivery Team Associate WM Supercenter #5964 1720 E Hillsborough Ave Tampa, FL 33610-8234 3 open positions CP-5964-9015 $15.00 - $...  ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Shift work
    Weekend work
    Afternoon shift

    Walmart

    Tampa, FL
    5 days ago
  • $95k

     ...Description Assurance Senior Associate Location: Tampa, FL | Hybrid (2-3...  ...You Will Do • Plan and execute financial assurance engagements across complex clients...  ...to providing access to the area's best consultants, there's a reason Taylor White is the... 
    Permanent employment
    2 days per week
    3 days per week

    Taylor White

    Tampa, FL
    1 day ago
  • $17 - $25 per hour

     ...recipes, and organization? Our prepared meal and rotisserie chicken associates prepare fresh food items daily for our members through...  ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life... 
    Hourly pay
    Minimum wage
    Full time
    Part time
    Shift work

    Sam's Club

    Tampa, FL
    2 days ago
  •  ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position... 
    Local area

    Home Depot

    Tampa, FL
    5 days ago
  •  ...Produce Associate The produce associate is responsible for increasing customer confidence and loyalty by providing courteous and prompt service, consistent operating conditions and a friendly atmosphere. Primary Responsibilities & Accountabilities Provide continuous... 
    Immediate start

    Fresco y Más

    Tampa, FL
    4 days ago

Do you want to receive more vacancies?

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