Associate Financial Consultant – Client Growth

Regions Financial Corporation; Riverview (FL); On-site; USD 40,000 - 100,000; Full time

Job summary

Regions Financial Corporation in Riverview, FL is seeking an Associate Financial Consultant - Regions Investment Services to support Financial Advisors in building a client portfolio and achieving customers' financial objectives through sound guidance.

The role covers joint appointments, meeting scheduling, coverage for branches, responding to requests, updating records, and completing training. Base plus incentive compensation makes total earnings potential from $40,000 to $100,000+ per year.

Qualifications

• High school diploma or GED required.
• Six months of related experience preferred.

Responsibilities

• Establish joint appointments with Financial Advisors and customers.
• Help prepare and schedule meetings with customers.
• Assist in covering branches without dedicated Financial Advisors.
• Respond to customer and advisor requests.
• Update customer information and complete training modules.
• Learn about investment products to meet customer needs.

Skills

High touch environment

Understanding financial goals

Licensing within 6 months

Education

High School Diploma or GED

Job description

Regions Financial Corporation in Riverview, FL is seeking an Associate Financial Consultant - Regions Investment Services to support Financial Advisors in building a client portfolio and achieving customers' financial objectives through sound guidance.

The role covers joint appointments, meeting scheduling, coverage for branches, responding to requests, updating records, and completing training. Base plus incentive compensation makes total earnings potential from $40,000 to $100,000+ per year.