Commission-Eligible Financial Advisor & Investment Planner

Regions Bank; United States; On-site; USD 44,000 - 150,000; Full time

Benefits offered by this job

Commission incentive plan

Total compensation potential

Benefits package

Job summary

Regions Bank in Destin, Florida is seeking a Financial Advisor to build client portfolios and provide investment guidance aligned with financial goals. The role emphasizes customer focus, relationship development, and compliance with industry standards.

You’ll deliver planning insights, maintain a strong network, and participate in incentive-based compensation. A Series 7/63/65 or 66 and Life Insurance license within 60 days are required.

Qualifications

• High School Diploma or GED.
• Six (6) months of related experience.
• Series 7.
• Series 63 & 65 or Series 66.
• Life Insurance License must be obtained within 60 days from employment start date.

Responsibilities

• Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
• Identifies and follows up on opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
• Builds and maintains a strong client network and pipeline
• Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
• Conducts and/or participates in investment performance and relationship reviews
• Keeps junior staff informed about investment products and opportunities
• Adheres to compliance requirements and follows corporate and industry protocols

Education

Bachelor's degree

Job description

Regions Bank in Destin, Florida is seeking a Financial Advisor to build client portfolios and provide investment guidance aligned with financial goals. The role emphasizes customer focus, relationship development, and compliance with industry standards.

You’ll deliver planning insights, maintain a strong network, and participate in incentive-based compensation. A Series 7/63/65 or 66 and Life Insurance license within 60 days are required.