Financial Advisor: Growth & Investment Planning

Regions Bank; Clearwater (FL); 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 Bank is seeking a Financial Advisor in Downtown Clearwater, FL to build a portfolio of bank customers by providing investment guidance aligned with clients’ financial goals. The role emphasizes relationship-building, prospecting, and comprehensive portfolio planning.

The ideal candidate brings Six months of related experience, Series 7, Series 63/65 or 66, and a Life Insurance License within 60 days. A Bachelor's degree and CFP/ChFC/CRS credentials are preferred.

Qualifications

• High School Diploma or GED
• Six (6) months of related experience
• Series 7
• Series 63 & 65 or Series 66
• Life Insurance License must be obtained within 60 days from employment start date
• Bachelor's degree (preferred)
• Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist (preferred)

Responsibilities

• Provides a broad range of investment solutions and products to help meet customer goals and offer guidance through Financial Planning services
• Identifies and follows up on opportunities to establish customer relationships including prospecting, lead utilization, and local market involvement
• Builds and maintains a strong client network and pipeline
• Provides and demonstrates portfolio planning skills and investment knowledge
• Conducts and participates in investment performance and relationship reviews
• Keeps junior staff informed about investment products and opportunities
• Adheres to compliance requirements and follows corporate and industry protocols

Skills

Financial planning

Relationship building

Investment knowledge

Prospecting

Education

Bachelor's degree

Series 7

Series 63

Series 65

Series 66

Life Insurance License

Certified Financial Planning

Chartered Financial Consultant

Certified Retirement Specialist

Job description

Regions Bank is seeking a Financial Advisor in Downtown Clearwater, FL to build a portfolio of bank customers by providing investment guidance aligned with clients’ financial goals. The role emphasizes relationship-building, prospecting, and comprehensive portfolio planning.

The ideal candidate brings Six months of related experience, Series 7, Series 63/65 or 66, and a Life Insurance License within 60 days. A Bachelor's degree and CFP/ChFC/CRS credentials are preferred.