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Bank-Branch Wealth Advisor & Planning Expert

Job in Fort Myers, Lee County, Florida, 33916, USA
Listing for: Cetera Financial Group
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 44000 - 150000 USD Yearly USD 44000.00 150000.00 YEAR
Job Description & How to Apply Below

Regions Bank seeks a Financial Advisor in the Fort Myers area to establish a client portfolio and guide customers toward their financial goals through sound planning and advice.

You will build relationships, present investment solutions, and maintain compliance while developing a local client network and providing ongoing portfolio reviews. The role requires Series 63/65 or 66 and a Life Insurance License within 60 days of start date.

Are you ready to take on the Bank-Branch Wealth Advisor & Planning Expert role at Cetera Financial Group?

We are seeking a motivated Bank-Branch Wealth Advisor & Planning Expert to join Cetera Financial Group in Fort Myers, FL, United States.

Consider building your career as a Bank-Branch Wealth Advisor & Planning Expert at Cetera Financial Group.

The Bank-Branch Wealth Advisor & Planning Expert position in the Finance, Sales field is open for applications.

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