Associate Financial Consultant

Associate Financial Consultant – Regions Investment Services (RIS)

Join to apply for the Associate Financial Consultant role at Regions Bank
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At 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 and 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.

The Associate Financial Consultant 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 to meet customers' investment needs
• Demonstrate customer-focused partnership with branch staff

• High School Diploma or GED
• Six (6) months of related experience

• Life Insurance License strongly preferred
• Obtain FINRA registrations including 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 toward full licensing within six (6) months or a mutually agreed upon timeframe

Base compensation and variable compensation; total compensation earning potential $40,000 – $100,000+.

Full time.

Eligible to participate in a commission incentive plan. Employees can earn commission based on performance against defined metrics and goals.

• Paid Vacation/Sick Time
• 401(k) 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

Benefits and plans may change, amend, or terminate. For more information about Regions' benefits, visit

Deerfoot Parkway, Pinson, Alabama.

Regions Bank is an Equal Opportunity Employer, including Disabled and Veterans. Job applications are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings may remain active for longer at the discretion of the company.