Strategic Financial Advisor – Portfolio Planning & Growth

Regions Bank; Little Rock (AR); On-site; USD 43,888 - 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 in Little Rock, Arkansas is seeking a Financial Advisor to establish customer portfolios based on their financial objectives. The ideal candidate will provide expert investment solutions and advice, focusing on client relationships and strong financial planning.

This role requires relevant licenses and offers substantial earning potential through base and variable compensation. Enjoy comprehensive benefits including vacation, 401K, and health coverage.

Qualifications

• Minimum six months of related experience.
• Licensed as Series 7, 63 & 65 or 66.
• Life Insurance License to be obtained within 60 days.

Responsibilities

• Provide investment solutions and guidance.
• Establish and maintain customer relationships.
• Demonstrate expert-level portfolio planning skills.
• Conduct investment performance reviews.

Skills

Customer-focused

Financial planning

Portfolio planning

Investment knowledge

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

Series 7 license

Series 63 & 65 or Series 66

Life Insurance License

Job description

Regions Bank in Little Rock, Arkansas is seeking a Financial Advisor to establish customer portfolios based on their financial objectives. The ideal candidate will provide expert investment solutions and advice, focusing on client relationships and strong financial planning.

This role requires relevant licenses and offers substantial earning potential through base and variable compensation. Enjoy comprehensive benefits including vacation, 401K, and health coverage.