Financial Advisor: Bank Wealth & Planning Pro

Cetera Financial Group; Columbus (GA); On-site; USD 44,000 - 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

Employee Assistance Program

Job summary

Regions is seeking a Financial Advisor to establish a portfolio of bank customers by delivering sound financial guidance and planning aligned with clients' goals. This role emphasizes a client-focused, relationship-driven approach.

The ideal candidate will have branch-based advisory experience, hold essential licenses such as Series 7 and 63/65 or 66, and complete a life insurance license within 60 days. Regions offers a comprehensive benefits package and incentive opportunities.

Qualifications

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

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 and local market involvement.
• Builds and maintains a strong client network and pipeline.
• Provides expert-level portfolio planning skills and investment knowledge.
• Conducts investment performance and relationship reviews.
• Keeps junior staff informed about investment products and opportunities.
• Adheres to compliance requirements and corporate/industry protocols.

Skills

Investment guidance

Portfolio planning

Relationship building

Compliance

Education

High School Diploma or GED

Tools

Series 7

Series 63

Series 65

Series 66

Life Insurance License

Job description

Regions is seeking a Financial Advisor to establish a portfolio of bank customers by delivering sound financial guidance and planning aligned with clients' goals. This role emphasizes a client-focused, relationship-driven approach.

The ideal candidate will have branch-based advisory experience, hold essential licenses such as Series 7 and 63/65 or 66, and complete a life insurance license within 60 days. Regions offers a comprehensive benefits package and incentive opportunities.