Financial Advisor: Investment Planning & Client Growth

Regions Financial Corporation; Destin (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 Financial Corporation in Destin, FL is seeking a Financial Advisor to establish a client-focused portfolio through sound investment guidance aligned with customers' goals. You will develop relationships by prospecting and local market involvement, building a strong client network and pipeline.

The role requires licensing and compliance discipline, with base pay plus incentive earnings and a comprehensive benefits package.

Qualifications

• High School Diploma or GED.
• Six 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.

Responsibilities

• Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services.
• Identifies and follows up on opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement.
• Builds and maintains a strong client network and pipeline.
• Provides expert-level portfolio planning skills and 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

Series 7

Series 63/65/66

Life Insurance License

Financial Advisory Experience

Education

High School Diploma or GED

Bachelor's degree (preferred)

Job description

Regions Financial Corporation in Destin, FL is seeking a Financial Advisor to establish a client-focused portfolio through sound investment guidance aligned with customers' goals. You will develop relationships by prospecting and local market involvement, building a strong client network and pipeline.

The role requires licensing and compliance discipline, with base pay plus incentive earnings and a comprehensive benefits package.