Financial Advisor

Job Description

At Regions, the Financial Advisor establishes 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 the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch‑based Financial Advisor 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 follows 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 follows corporate and industry protocols.

• High School Diploma or GED.
• Six (6) months of related experience.
• Series 7.
• Series 63 & 65 or Series 66.
• Life Insurance License obtained within 60 days from employment start date.

• Bachelor's degree.
• Certified Financial Planning.
• Chartered Financial Consultant.
• Certified Retirement Specialist.
• Two (2) years of Financial Advisory experience.

• 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.

Beverly Hills, Florida.

Equal Opportunity Employer/including Disabled/Veterans.

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the posting date. Job postings for higher‑volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.