Financial Advisor: Grow Portfolios & Relationships

Regions Financial Corporation; Tarpon Springs (FL); In loco; USD 44.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

Regions Financial Corporation in Clearwater, FL, is seeking a Financial Advisor to build a portfolio of bank clients by delivering sound financial guidance aligned with customers’ goals. The role focuses on investment solutions, planning, and relationship development with a strong emphasis on compliance and service excellence.

The ideal candidate will have a background in branch-based advisory roles, Series 7 and appropriate state licenses, and a commitment to helping clients achieve long-term

Competenze

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

Mansioni

• Provides a broad range of investment solutions and products to meet customer goals.
• Identifies and follows up on opportunities to establish customer relationships.
• Builds and maintains a strong client network and pipeline.
• Delivers expert-level portfolio planning 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.

Conoscenze

Customer focus

Communication skills

Prospecting & lead generation

Compliance awareness

Formazione

High School Diploma or GED

Strumenti

Series 7

Series 63/65 or 66

Life Insurance License

Descrizione del lavoro

Regions Financial Corporation in Clearwater, FL, is seeking a Financial Advisor to build a portfolio of bank clients by delivering sound financial guidance aligned with customers’ goals. The role focuses on investment solutions, planning, and relationship development with a strong emphasis on compliance and service excellence.

The ideal candidate will have a background in branch-based advisory roles, Series 7 and appropriate state licenses, and a commitment to helping clients achieve long-term