Financial Advisor

Job Description 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 the customer’s current financial standing and 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 follows 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 follows corporate and industry protocols Requirements High School Diploma or GED Six (6) months of related experience 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 Planner, 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 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 Location Details Port Charlotte, Florida Equal Opportunity Employer/including Disabled/Veterans #J-18808-Ljbffr