Regions Bank Associate Financial Consultant in Houston, Mississippi
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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At Regions, the Associate Financial Consultant will assist a Financial Advisors to establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
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
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
High school diploma or GED
Life Insurance License
Six (6) months of related experience
- Life Insurance License
- Obtain FINRA registrations including the Series 6, 7, 63, 65, or 66
Skills and Competencies
Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
Ability to engage in a high touch environment
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.