Financial Services Associate: Path to Licensing

Regions Bank

Wetumpka (AL)

On-site

USD 40,000 - 100,000

Full time

2 days ago

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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 - Regions Investment Services to build client portfolios and guide customers toward meeting financial goals. The role involves coordinating with Financial Advisors, scheduling meetings, and maintaining up-to-date customer information.

Eligibility includes a high school diploma or GED with six months of related experience. The position offers a full-time schedule and a commission incentive plan with potential for total compensation up to

Qualifications

Ability to engage in a high touch environment.
Ability to gain understanding of customers’ current financial standing and their short and long term financial goals.
Ability to work towards full licensing within six months or a mutually agreed upon time frame.

Responsibilities

Establishes joint appointments with Financial Advisors and customers.
Works with Financial Advisors on preparing and scheduling meetings.
Assists in covering branches that do not have a dedicated Financial Advisor.
Responds to customer and Financial Advisors' requests.
Updates customer information.
Completes required and assigned training modules.
Becomes familiar and educated with investment products used to meet customers' investment needs.
Demonstrates customer-focused partnership with branch staff.