Financial Advisor - Commission-Driven Growth & Benefits

Regions Financial Corporation

Nashville (TN)

On-site

USD 44,000 - 150,000

Full time

2 days ago

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Benefits offered by this job

Paid Vacation

401K Match

Medical Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Job summary

Regions Financial Corporation in Nashville is seeking a Financial Advisor to build a client portfolio by delivering tailored investment guidance and comprehensive financial planning. The role emphasizes relationship development, local market engagement, and a strong client network.

The ideal candidate will have a Series 7, Series 63/65 or 66, Life Insurance license (within 60 days), and a customer-focused, partnership-driven approach.

Qualifications

High School Diploma or GED required.
Bachelor's degree preferred.
Licenses required: Series 7; Series 63/65 or Series 66; Life Insurance license within 60 days of start date.

Responsibilities

Provides a broad range of investment solutions and products to meet customer goals.
Identifies and follows up on opportunities to establish customer relationships and local market involvement.
Builds and maintains a strong client network and pipeline.
Offers expert-level portfolio planning and investment knowledge.
Conducts investment performance and relationship reviews; keeps junior staff informed.

Skills

Investment guidance

Portfolio planning

Client relationships

Compliance knowledge

Prospecting

Education

High School Diploma or GED

Bachelor's degree

Series 7

Series 63 & 65 or Series 66

Life Insurance License

Job description

The ideal candidate will have a Series 7, Series 63/65 or 66, Life Insurance license (within 60 days), and a customer-focused, partnership-driven approach.

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