Investment Services Associate – Financial Consultant

Regions Bank; Mount Juliet (TN); 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 - Regions Investment Services to support Financial Advisors in building portfolios aligned with customers' financial goals. You will set up joint appointments, help prepare meetings, and cover branches without a dedicated Advisor.

Strong focus on customer relationships and licensing progression is required. Base and variable compensation are offered, with total earnings potential between $40,000 and $100,000+.

Qualifications

• High School Diploma or GED required.
• Six months of related experience.
• Life Insurance license strongly preferred.
• FINRA registrations (Series 6/7/63/65/66) preferred or required where applicable.

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 with investment products used to meet customers' investment needs.
• Demonstrates customer-focused partnership with branch staff.

Skills

High touch environment

Customer needs assessment

Licensing within 6 months

Education

High School Diploma or GED

Tools

FINRA registrations (Series 6/7/63/65/66)

Job description

Regions Bank is seeking an Associate Financial Consultant - Regions Investment Services to support Financial Advisors in building portfolios aligned with customers' financial goals. You will set up joint appointments, help prepare meetings, and cover branches without a dedicated Advisor.

Strong focus on customer relationships and licensing progression is required. Base and variable compensation are offered, with total earnings potential between $40,000 and $100,000+.