Commission-Eligible Financial Advisor | Client-Focused Wealth Planning

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

Job summary

Regions is seeking a Financial Advisor to build a portfolio of bank customers and advise on strategies to meet their short and long‑term financial goals through personalized planning and investment guidance.

Key duties include expanding client relationships, delivering a broad range of investment solutions, conducting performance reviews, ensuring compliance, and mentoring junior staff; high school diploma and required licenses are prerequisites with opportunities for incentive pay.

Qualifications

• High School Diploma or GED required.
• Six months of related experience requested.
• Series 7 license required.
• Series 63/65 or Series 66 licenses required or to be obtained.
• Life Insurance License must be obtained within 60 days of start date.
• Preferred: CFP, ChFC or Certified Retirement Specialist; 2+ years advisory experience.

Responsibilities

• Provide a broad range of investment solutions and planning guidance.
• Identify opportunities to establish client relationships and prospect locally.
• Build and maintain a strong client network and pipeline.
• Demonstrate expert-level portfolio planning and investment knowledge.
• Conduct investment performance and relationship reviews.
• Ensure compliance with corporate and industry protocols.

Skills

Customer-focused

Prospecting

Relationship-building

Financial planning

Client networking

Education

High School Diploma or GED

Series 7

Series 63 & 65 or Series 66

Life Insurance License within 60 days

Tools

Series 7 license

Series 63/65/66 licenses

Job description

Regions is seeking a Financial Advisor to build a portfolio of bank customers and advise on strategies to meet their short and long‑term financial goals through personalized planning and investment guidance.

Key duties include expanding client relationships, delivering a broad range of investment solutions, conducting performance reviews, ensuring compliance, and mentoring junior staff; high school diploma and required licenses are prerequisites with opportunities for incentive pay.