Financial Advisor

Regions Bank; Gulfport (MS); 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

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank is seeking a Financial Advisor in Gulfport, Mississippi. The role involves establishing a customer portfolio, providing investment solutions, and maintaining client relationships. A focus on customer-centric advice and guidance is essential.

The ideal candidate should possess a High School Diploma and relevant financial certifications. With total compensation potential between $43,888 and $150,000+, this full-time position also includes various benefits and an incentive pay plan.

Qualifications

• Six months of related experience required.
• Life Insurance License to be obtained within 60 days.
• Two years of Financial Advisory experience preferred.

Responsibilities

• Provide investment solutions to meet customer goals.
• Identify opportunities to establish customer relationships.
• Build and maintain a strong client network.

Skills

Customer-focused

Financial Planning

Investment Knowledge

Relationship Management

Education

High School Diploma or GED

Bachelor's degree

Tools

Series 7

Series 63 & 65 or Series 66

Life Insurance License

Job description

Job Description

At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.

Primary 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 all 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 level staff informed about investment products and opportunities
• Adheres to compliance requirements and follows corporate and industry protocols

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

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

Preferences

• Bachelor's degree
• Certified Financial Planning, Chartered Financial Consultant, and Certified Retirement Specialist
• Two (2) years of Financial Advisory experience

Compensation

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.

Position Type

Full time

Incentive Pay Plans

This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.

Benefits

• 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

Location

Cowan Road, Gulfport, Mississippi

Equal Opportunity Employer/including Disabled/Veterans