Associate Financial Advisor: Launch Your Wealth Career

Cetera Financial Group; Gadsden (AL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Employee Assistance Program

Job summary

Regions Bank is recruiting an Associate Financial Advisor to work alongside experienced Financial Advisors and gain hands-on client experience. You will deepen your knowledge of investment solutions and pursue the licensing and experience needed to advance into a Financial Advisor role.

This position provides a strong foundation for building a career in wealth management and includes exposure to client meetings, banking partners, and training opportunities.

Qualifications

• Strong relationship-building and communication skills.
• Ability to thrive in a high-touch, client-focused environment.
• Interest in understanding clients’ financial needs and goals.
• Genuine interest in investments and financial planning as a career.
• Ability to collaborate effectively with Advisors and branches.
• Strong organization, follow-through, and attention to detail.
• Motivation to learn, grow, and take on responsibility.
• Ability to work toward full licensing within six months or a mutually agreed timeframe.

Responsibilities

• Partner with Financial Advisors to support client relationships and deliver high-touch service.
• Coordinate and participate in joint client appointments.
• Prepare for, schedule, and follow up on client meetings.
• Provide coverage for branches without a dedicated Financial Advisor.
• Build partnerships with branch teams to connect clients with guidance.
• Respond to client and Advisor needs in a timely, professional manner.
• Maintain accurate and current client information.
• Build knowledge of investment products and solutions to support goals.
• Complete required training and professional development; work toward licensing.

Skills

Relationship-building

Communication

Client-focused service

Licensing pursuit

Team collaboration

Attention to detail

Learning and growth

Licensing timelines

Job description

Regions Bank is recruiting an Associate Financial Advisor to work alongside experienced Financial Advisors and gain hands-on client experience. You will deepen your knowledge of investment solutions and pursue the licensing and experience needed to advance into a Financial Advisor role.

This position provides a strong foundation for building a career in wealth management and includes exposure to client meetings, banking partners, and training opportunities.