Financial Advisor
Company: Regions Bank
Location: Little Rock
Posted on: March 19, 2023
Job Description:
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 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 our
customer, their current financial standing and their 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 follow 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 follow corporate and
industry protocolsThis position is exempt from timekeeping
requirements under the Fair Labor Standards act and is not eligible
for overtime pay. This position is incentive eligible.Requirements
- Series 7
- Series 63 & 65 or Series 66
- Insurance License must be obtained within 60 days from
employment start datePreferences
- Bachelor's degree
- Certified Financial Planning, Chartered Financial Consultant
and Certified Retirement Specialist
- Two (2) years of Financial Advisory experiencePosition TypeFull
timeBenefits InformationRegions offers a benefits package that is
flexible, comprehensive and recognizes that "one size does not fit
all" for 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 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 click or copy the link below to your browser.Location
DetailsOne Nashville Place BranchLocation:Nashville, TennesseeBring
Your Whole Self to Work We have a passion for creating an inclusive
environment that promotes and values diversity of race, color,
national origin, religion, age, sexual orientation, gender
identity, disability, veteran status, genetic information, sex,
pregnancy, and many other primary and secondary dimensions that
make each of us unique as individuals and provide valuable
perspective that makes us a better company and employer. More
importantly, we recognize that creating a workplace where everyone,
regardless of background, can do their best work is the right thing
to do. OFCCP Disclosure: Equal Opportunity
Employer/Disabled/Veterans
Keywords: Regions Bank, Little Rock , Financial Advisor, Accounting, Auditing , Little Rock, Arkansas
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