Financial Advisor: Build Portfolios & Earn Commissions

Regions Bank; Destin (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 in Destin, Florida is seeking a Financial Advisor to establish a client portfolio and guide customers toward their short- and long-term financial goals through sound investment advice.

The role emphasizes relationship-building, regulatory compliance, and ongoing portfolio reviews; requires Series 7 and other licenses, with a total compensation potential of $43,888 to $150,000+.

Qualifications

• High School Diploma or GED.
• Six months of related experience.
• Series 7 license is required.
• Series 63 & 65 or Series 66 licenses required.
• Life Insurance License must be obtained within 60 days from start date.

Responsibilities

• Provides a broad range of investment solutions and products to meet customer goals.
• Identifies opportunities to establish customer relationships including prospecting and local engagement.
• Builds and maintains a strong client network and pipeline.
• Delivers portfolio planning guidance and investment knowledge.
• Conducts investment performance and relationship reviews.
• Keeps junior staff informed about investment products and opportunities.
• Adheres to compliance requirements and corporate protocols.

Skills

Customer-focused

Relationship building

Prospecting

Networking

Education

High School Diploma or GED

Bachelor's degree

Life Insurance License within 60 days

Series 7

Series 63 & 65 or Series 66

Tools

Series 7

Series 63/65/66

LIC

Job description

Regions in Destin, Florida is seeking a Financial Advisor to establish a client portfolio and guide customers toward their short- and long-term financial goals through sound investment advice.

The role emphasizes relationship-building, regulatory compliance, and ongoing portfolio reviews; requires Series 7 and other licenses, with a total compensation potential of $43,888 to $150,000+.