Client-Focused Financial Advisor & Planner

Regions Bank; Cleveland (TN); On-site; USD 43,888 - 150,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Flexible Spending Account

Life Insurance

Job summary

Regions Bank is looking for a Financial Advisor in Cleveland, Tennessee. This role involves establishing a portfolio based on customer financial objectives, providing expert advice and a range of investment solutions.

Qualified candidates must have a High School Diploma or GED and experience in financial advisory. Licenses such as Series 7 and a Life Insurance License are required, with a strong potential for total compensation ranging from $43,888 to over $150,000, depending on performance.

Benefits include paid time off, 401K, medical assistance, and more.

Qualifications

• High School Diploma or GED is required.
• Six months of related experience is necessary.
• Licenses: Series 7 and Series 63 & 65 or Series 66.

Responsibilities

• Provides a broad range of investment solutions.
• Identifies and follows up on customer relationship opportunities.
• Conducts investment performance reviews.

Skills

Customer-focused

Financial advisory experience

Portfolio planning skills

Investment knowledge

Education

High School Diploma or GED

Bachelor's degree

Tools

Series 7

Series 63 & 65 or Series 66

Life Insurance License

Job description

Regions Bank is looking for a Financial Advisor in Cleveland, Tennessee. This role involves establishing a portfolio based on customer financial objectives, providing expert advice and a range of investment solutions.

Qualified candidates must have a High School Diploma or GED and experience in financial advisory. Licenses such as Series 7 and a Life Insurance License are required, with a strong potential for total compensation ranging from $43,888 to over $150,000, depending on performance.

Benefits include paid time off, 401K, medical assistance, and more.