Financial Advisor - Wealth Planning & Client Growth

Regions Bank; Tarpon Springs (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 Clearwater, FL to build a portfolio of bank customers through sound investment guidance aligned with their short- and long-term goals. You will develop relationships, perform portfolio planning, and provide comprehensive financial planning services.

The ideal candidate has prior branch-based financial advisory experience and holds Series 7, Series 63/65 or 66, and Life Insurance licenses. Regional incentives apply; location is Downtown Clearwater.

Qualifications

• High School Diploma or GED must be possessed at start.
• Six (6) months of related experience required.
• Series 7 license required.
• Series 63 and 65 or Series 66 licenses required.
• Life Insurance License must be obtained within 60 days of employment.

Responsibilities

• Provides a broad range of investment solutions and products to meet customer goals.
• Prospects, leverages leads, and builds local client relationships.
• Develops and maintains a strong client network and pipeline.
• Demonstrates expert-level portfolio planning and investment knowledge.
• Conducts investment performance and relationship reviews, and ensures compliance.
• Mentors junior staff on investment products and opportunities.

Education

Bachelor's degree

Series 7

Series 63 & 65 or 66

Life Insurance License

Job description

Regions Bank is seeking a Financial Advisor in Clearwater, FL to build a portfolio of bank customers through sound investment guidance aligned with their short- and long-term goals. You will develop relationships, perform portfolio planning, and provide comprehensive financial planning services.

The ideal candidate has prior branch-based financial advisory experience and holds Series 7, Series 63/65 or 66, and Life Insurance licenses. Regional incentives apply; location is Downtown Clearwater.