Financial Advisor: Build Wealth & Guide Client Goals

Regions Bank; Fort Lauderdale (FL); On-site; USD 43,888 - 150,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Job summary

Regions Bank is seeking a Financial Advisor in Fort Lauderdale, Florida. This role involves establishing a portfolio of bank customers to meet their financial objectives through sound advice and guidance.

The successful candidate will be responsible for providing investment solutions and building a strong client network. Required qualifications include a high school diploma, relevant experience, and financial licenses.

Compensation can range from $43,888 to $150,000+ based on performance.

Qualifications

• Customer-focused and partnership-centric financial advising experience.
• Minimum of six months of relevant experience.
• Must obtain Life Insurance License within 60 days from the start date.

Responsibilities

• Establish a portfolio of bank customers based on financial objectives.
• Provide a broad range of investment solutions.
• Build and maintain a strong client network.

Skills

Customer-focused approach

Financial planning skills

Investment knowledge

Client networking

Education

High School Diploma or GED

Bachelor's degree

Tools

Series 7

Series 63 & 65 or Series 66

Job description

Regions Bank is seeking a Financial Advisor in Fort Lauderdale, Florida. This role involves establishing a portfolio of bank customers to meet their financial objectives through sound advice and guidance.

The successful candidate will be responsible for providing investment solutions and building a strong client network. Required qualifications include a high school diploma, relevant experience, and financial licenses.

Compensation can range from $43,888 to $150,000+ based on performance.