Wealth & Financial Planning Advisor - Commission Eligible

Regions Bank; Saint Petersburg (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 to establish and manage a portfolio of bank customers, delivering tailored investment guidance aligned with short- and long-term goals. You will build a trusted client network, perform planning reviews, and provide a broad range of investment solutions.

The role requires Series 7, Series 63/65 or 66, and Life Insurance License within 60 days, with a base plus variable compensation potential at the downtown Clearwater location.

Qualifications

• Six months of related experience.
• Series 7 license.
• Series 63/65 or 66 license.
• Life Insurance License must be obtained within 60 days of employment start date.

Responsibilities

• Provides a broad range of investment solutions and products to help meet customer goals.
• Identifies opportunities to establish customer relationships, prospecting and community involvement.
• Builds and maintains a strong client network and pipeline.
• Performs investment planning and reviews with clients.
• Ensures compliance with corporate and industry protocols.

Skills

Customer focus

Investment planning

Relationship building

Portfolio management

Compliance awareness

Education

Bachelor's degree

Securities licenses (Series 7) & Life Insurance

Job description

Regions Bank is seeking a Financial Advisor to establish and manage a portfolio of bank customers, delivering tailored investment guidance aligned with short- and long-term goals. You will build a trusted client network, perform planning reviews, and provide a broad range of investment solutions.

The role requires Series 7, Series 63/65 or 66, and Life Insurance License within 60 days, with a base plus variable compensation potential at the downtown Clearwater location.