Financial Advisor: Grow Portfolios & Client Relationships

Regions Financial Corporation; Florida; 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 is seeking a Financial Advisor to establish a portfolio of bank customers and provide sound, goal-based investment guidance aligned with their financial objectives. The role emphasizes building client relationships, prospecting in the local market, and delivering comprehensive portfolio planning.

Ideal candidates have prior branch-based Financial Advisor experience, licensure in Series 7, 63/65 or 66, and a Life Insurance License within 60 days of employment.

Qualifications

• High School Diploma or GED required or equivalent.
• Series 7, and Series 63 & 65 or Series 66 licensure.
• Life Insurance License must be obtained within 60 days from start date.
• Bachelor's degree preferred; professional designations valued.

Responsibilities

• Provides a broad range of investment solutions and products to help meet customer goals and guidance through Financial Planning.
• Identifies opportunities to establish customer relationships including prospecting and local market involvement.
• Builds and maintains a strong client network and pipeline.
• Delivers expert-level portfolio planning knowledge and reviews investment performance and relationships.
• Keeps junior staff informed about investment products and opportunities.
• Adheres to compliance requirements and corporate protocols.

Education

High School Diploma or GED

Series 7

Series 63 & 65 or Series 66

Life Insurance License (within 60 days)

Bachelor's degree (preferred)

CFP / ChFC / CRSP (preferred)

Job description

Regions Financial Corporation is seeking a Financial Advisor to establish a portfolio of bank customers and provide sound, goal-based investment guidance aligned with their financial objectives. The role emphasizes building client relationships, prospecting in the local market, and delivering comprehensive portfolio planning.

Ideal candidates have prior branch-based Financial Advisor experience, licensure in Series 7, 63/65 or 66, and a Life Insurance License within 60 days of employment.