Financial Advisor

Regions Bank; Nashville (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

Disability Benefits

Life Insurance

Parental Leave

Job summary

Regions Bank in Nashville, Tennessee is seeking a Financial Advisor to provide sound advice and establish a portfolio of bank customers. You'll assist clients in meeting their financial objectives through comprehensive guidance and a strong understanding of their financial standings.

The role requires knowledge of investment solutions and the ability to build lasting relationships within the community. The salary ranges from $43,888 to $150,000+, with additional incentive pay based on performance.

Qualifications

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

Responsibilities

• Provides a broad range of investment solutions to help meet customer goals.
• Identifies and follows up on opportunities to establish customer relationships.
• Builds and maintains a strong client network.

Skills

Investment solutions and products

Customer relationship management

Financial Planning services

Education

High School Diploma or GED

Bachelor's degree

Tools

Series 7 license

Life Insurance License

Series 63 & 65 or Series 66

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 must be 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. Total compensation earning potential is $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

Nashville, Tennessee (Music Row)

Equal Opportunity Employer/including Disabled/Veterans