Associate Financial Consultant — Growth & Incentive Potential

Regions Financial Corporation; Riverview (FL); Hybrid; USD 40,000 - 100,000; 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

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Financial Corporation in Riverview, FL is hiring an Associate Financial Consultant - Regions Investment Services to help build customer portfolios with guidance on financial objectives. You will coordinate with Financial Advisors and clients, schedule meetings, and support branches lacking a dedicated advisor.

The role requires a high school diploma or GED, plus at least 6 months of related experience.

Qualifications

• High School Diploma or GED required.
• Six months of related experience preferred.
• Willingness to obtain FINRA registrations (Series 6/7/63/65/66) and life insurance license.

Responsibilities

• Establishes joint appointments with Financial Advisors and customers.
• Works with Financial Advisors on meetings and scheduling.
• Assists in branches without dedicated Financial Advisor.
• Responds to customer and advisor requests and updates records.
• Completes required training modules and learns investment products.
• Demonstrates customer-focused partnership with branch staff.

Skills

High touch environment

Customer financial understanding

Licensing timeline

Education

High School Diploma or GED

Job description

Regions Financial Corporation in Riverview, FL is hiring an Associate Financial Consultant - Regions Investment Services to help build customer portfolios with guidance on financial objectives. You will coordinate with Financial Advisors and clients, schedule meetings, and support branches lacking a dedicated advisor.

The role requires a high school diploma or GED, plus at least 6 months of related experience.