Associate Financial Consultant - RIS

Thank you for your interest in a career  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.

At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.

• Establish joint appointments with Financial Advisors and customers
• Work with Financial Advisors on preparing and scheduling meetings
• Assist in covering branches that do not have a dedicated Financial Advisor
• Respond to customer and Financial Advisors  requests
• Update customer information
• Complete required and assigned training modules
• Become familiar and educated with investment products used to meet customers  investment needs
• Demonstrate 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
• Six (6) months of related experience

• Life Insurance License strongly preferred
• Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

• Ability to engage in a high touch environment
• Ability to gain understanding of customers  current financial standing and their short and long term financial goals
• Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.

Full time.

This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions  benefits, please visit

Mary Brickell Village

Miami, Florida

Equal Opportunity Employer/including Disabled/Veterans