Financial Advisor: Build Client Portfolios & Relationships

Regions Financial Corporation; Clearwater (FL); 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

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Financial Corporation in Clearwater, FL is seeking a Financial Advisor who will establish a portfolio of bank customers, delivering sound financial planning and investment guidance to meet clients' short- and long-term goals.

The role emphasizes building client relationships, proactive prospecting, and adherence to compliance, with base plus variable incentive. The position offers opportunities for professional growth and comprehensive benefits.

Qualifications

• High School Diploma or GED required.
• Six months of related experience.
• Series 7 required; Series 63 & 65 or Series 66.
• Life Insurance License must be obtained within 60 days from employment start date.
• Preferred: Bachelor's degree; CFP, Chartered Financial Consultant and Certified Retirement Specialist.

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

Skills

Prospecting

Lead follow-up

Relationship building

Investment knowledge

Education

High School Diploma or GED

Bachelor's degree

Job description

Regions Financial Corporation in Clearwater, FL is seeking a Financial Advisor who will establish a portfolio of bank customers, delivering sound financial planning and investment guidance to meet clients' short- and long-term goals.

The role emphasizes building client relationships, proactive prospecting, and adherence to compliance, with base plus variable incentive. The position offers opportunities for professional growth and comprehensive benefits.