Financial Advisor - Build Portfolios & Earn Commission

Regions Bank; Nashville (TN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank in Nashville, Tennessee seeks a customer-focused Financial Advisor to build and manage a bank-based client portfolio. You will provide investment guidance aligned with short- and long-term goals, and actively develop client relationships through local market engagement.

The role requires a High School Diploma or GED, 6 months of related experience, Series 7, Series 63/65 or 66, and a Life Insurance License within 60 days of start.

Qualifications

• Requires a High School Diploma or GED and 6 months of related experience.
• Preferred Bachelor’s degree and professional licenses in financial services.
• Licenses include Series 7 and Series 63/65 or 66, plus Life Insurance License.

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.

Skills

Customer focus

Relationship building

Communication skills

Education

High School Diploma or GED

Bachelor's degree

Series 7 license

Series 63 & 65 or Series 66

Life Insurance License

Job description

Regions Bank in Nashville, Tennessee seeks a customer-focused Financial Advisor to build and manage a bank-based client portfolio. You will provide investment guidance aligned with short- and long-term goals, and actively develop client relationships through local market engagement.

The role requires a High School Diploma or GED, 6 months of related experience, Series 7, Series 63/65 or 66, and a Life Insurance License within 60 days of start.