Financial Advisor: Growth, Commission Incentives & Planning

Cetera Financial Group; Ringgold (GA); 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

Employee Assistance Program

Job summary

Regions is hiring a Financial Advisor in Ringgold, GA to develop a portfolio of bank customers and provide strategic investment guidance aligned with customers' financial objectives. The role emphasizes a customer-focused, partnership-driven approach with prior branch-based advisory experience preferred.

Required: Series 7, Series 63/65 or 66, Life Insurance license within 60 days, and a High School Diploma or GED. This exempt role includes a commission incentive plan and comprehensive benefits.

Qualifications

• Requires High School Diploma or GED.
• Requires Series 7 and Series 63/65 or 66; Life Insurance license to be obtained within 60 days.
• Preferable: Certified Financial Planner, Chartered Financial Consultant, and Certified Retirement Specialist.
• Two years of Financial Advisory experience is preferred.

Responsibilities

• Provides a broad range of investment solutions and products to meet customer goals.
• Identifies opportunities to establish customer relationships and leverage local market involvement.
• 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.

Skills

Six months of related experience

Series 7

Series 63/65 or 66

Life Insurance License within 60 days

Customer-focused

Branch-based advisory experience

Education

High School Diploma or GED

Tools

None

Job description

Regions is hiring a Financial Advisor in Ringgold, GA to develop a portfolio of bank customers and provide strategic investment guidance aligned with customers' financial objectives. The role emphasizes a customer-focused, partnership-driven approach with prior branch-based advisory experience preferred.

Required: Series 7, Series 63/65 or 66, Life Insurance license within 60 days, and a High School Diploma or GED. This exempt role includes a commission incentive plan and comprehensive benefits.