Financial Consultant Associate — Build Client Portfolios

Regions Bank; Riverview (FL); On-site; USD 40,000 - 100,000; 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 an Associate Financial Consultant for Regions Investment Services (RIS) in Riverview, FL. You will help Financial Advisors build customer portfolios by aligning financial objectives with guidance and advice.

This role involves joint appointments, meeting scheduling support, and coverage of branches without a dedicated advisor. Base plus variable compensation is offered, with total earnings potentially ranging from $40,000 to $100,000+ annually.

Qualifications

• High School Diploma or GED required.
• Six (6) months of related experience.
• FINRA registrations including Series 6, 7, 63, 65, or 66 preferred.

Responsibilities

• Establishes joint appointments with Financial Advisors and customers.
• Works with Financial Advisors on preparing and scheduling meetings.
• Assists in covering branches without a dedicated Financial Advisor.
• Responds to customer and Financial Advisors' requests.
• Updates customer information.
• Completes required training modules.
• Gains familiarity with investment products used to meet customer needs.
• Demonstrates customer-focused partnership with branch staff.

Skills

Customer service

Communication

Financial knowledge

Time management

Education

High School Diploma or GED

Job description

Regions Bank is seeking an Associate Financial Consultant for Regions Investment Services (RIS) in Riverview, FL. You will help Financial Advisors build customer portfolios by aligning financial objectives with guidance and advice.

This role involves joint appointments, meeting scheduling support, and coverage of branches without a dedicated advisor. Base plus variable compensation is offered, with total earnings potentially ranging from $40,000 to $100,000+ annually.