Financial Advisor Investment Planning
Listed on 2026-11-04
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Sales
Regions Bank is seeking a Financial Advisor in Downtown Clearwater, FL to build a portfolio of bank customers by providing investment guidance aligned with clients’ financial goals. The role emphasizes relationship-building, prospecting, and comprehensive portfolio planning.
The ideal candidate brings Six months of related experience, Series 7, Series 63/65 or 66, and a Life Insurance License within 60 days. A Bachelor's degree and CFP/ChFC/CRS credentials are preferred.
This opportunity is for the Financial Advisor:
Growth & Investment Planning role at Regions Bank.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Advisor:
Growth & Investment Planning role in the description above.
We appreciate your interest in this position.
Join Regions Bank and contribute to our ongoing work.
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