Associate Financial Advisor - Start Your Wealth Career

Cetera Financial Group; Guntersville (AL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid vacation/sick time

401(k) with company match

Medical, dental & vision benefits

Disability benefits

Health savings account

Flexible spending account

Life insurance

Employee assistance program

Job summary

Regions Bank is seeking an Associate Financial Advisor to work alongside seasoned advisors, gaining hands-on client experience while pursuing required securities licenses. You’ll support client relationships, participate in joint meetings, and help connect clients with suitable investment solutions.

This role offers exposure to wealth management at Regions, with a clear path to full advisor licensure and career progression in a high-touch, service-oriented environment.

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, financial planning, and a career as a Financial Advisor.
• Ability to collaborate effectively with Financial Advisors and branch partners.
• Strong organization, follow-through, and attention to detail.
• Motivation to learn, grow, and take on increasing 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 a high-touch client experience.
• 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 strong partnerships with branch teams and help connect clients with financial guidance.
• Respond to client and Financial Advisor needs in a timely, professional manner.
• Maintain accurate and current client information.
• Build knowledge of investment products and solutions that support clients’ financial goals.
• Complete required training and professional development.
• Work toward obtaining required securities registrations and licenses.

Skills

Relationship building

Communication

Client-focused

Investment interest

Collaborate with advisors

Organization

Attention to detail

Motivation to learn

Licensing within 6 months

Life Insurance License

FINRA registrations (6/7/63/65/66)

Tools

Life Insurance License

FINRA registrations 6/7/63/65/66

Job description

Regions Bank is seeking an Associate Financial Advisor to work alongside seasoned advisors, gaining hands-on client experience while pursuing required securities licenses. You’ll support client relationships, participate in joint meetings, and help connect clients with suitable investment solutions.

This role offers exposure to wealth management at Regions, with a clear path to full advisor licensure and career progression in a high-touch, service-oriented environment.