Regions Bank Financial Advisor- Tallahassee in Tallahassee, Florida
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, our Financial Advisor will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals.The ideal candidate is customer-focused and partnership centric with previous branch based brokerage experience.
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
Builds and maintains a strong client network and pipeline
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
Conducts and/or participates in investment performance and relationship reviews
Keeps junior level staff informed about investment products and opportunities
Adheres to compliance requirements and follow corporate and industry protocols
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
Series 7 & 63
Series 65 or 66
At least two (2) years of Financial Advisory Experience
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
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.