Bank-Branch Wealth Advisor & Planning Expert

Cetera Financial Group; Fort Myers (FL); On-site; USD 44,000 - 150,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Job summary

Regions Bank seeks a Financial Advisor in the Fort Myers area to establish a client portfolio and guide customers toward their financial goals through sound planning and advice.

You will build relationships, present investment solutions, and maintain compliance while developing a local client network and providing ongoing portfolio reviews. The role requires Series 63/65 or 66 and a Life Insurance License within 60 days of start date.

Qualifications

• High School Diploma or GED required.
• Six months of related experience.
• Series 63 & 65 or Series 66.
• Life Insurance License must be obtained within 60 days from start.

Responsibilities

• Provides a broad range of investment solutions to meet customer goals.
• Identifies opportunities to establish customer relationships and build a pipeline.
• Maintains client network and conducts portfolio reviews.
• Delivers expert-level portfolio planning and investment knowledge.
• Performs investment performance reviews and ensures compliance.

Skills

Relationship management

Prospecting

Financial planning

Compliance knowledge

Education

High School Diploma or GED

Job description

Regions Bank seeks a Financial Advisor in the Fort Myers area to establish a client portfolio and guide customers toward their financial goals through sound planning and advice.

You will build relationships, present investment solutions, and maintain compliance while developing a local client network and providing ongoing portfolio reviews. The role requires Series 63/65 or 66 and a Life Insurance License within 60 days of start date.