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Financial Planning Associate – Investment Services

Job in Montgomery, Montgomery County, Alabama, 36136, USA
Listing for: Regions Financial
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 40000 - 100000 USD Yearly USD 40000.00 100000.00 YEAR
Job Description & How to Apply Below

Regions Financial is seeking an Associate Financial Consultant to support Financial Advisors in building customer portfolios that meet financial objectives. This role involves scheduling appointments, assisting customers, and updating information.

Ideal candidates should possess a high school diploma, relevant experience, and the willingness to obtain financial licenses. Benefits include paid vacation, medical insurance, and a 401K plan. The salary potential ranges from $40,000 to $100,000.

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Position Requirements
10+ Years work experience
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