About this opportunity
Regions Bank lists this Financial Advisor opportunity in powell, Tennessee. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Thank you for your interest in a career at Regions. 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 --- 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.
nRegions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
nJob Description:
nAt Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.
nPrimary Responsibilities
nnnProvides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
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nnIdentifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
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nnBuilds and maintains a strong client network and pipeline
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nnProvides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
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nnConducts and/or participates in investment performance and relationship reviews
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nnKeeps junior level staff informed about investment products and opportunities
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nnAdheres to compliance requirements and follows corporate and industry protocols
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n nThis position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
nThis position is incentive eligible.
nRequirements
nnnHigh School Diploma or GED
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nnSix (6) months of related experience
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nnSeries 7
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nnSeries 63 & 65 or Series 66
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nnLife Insurance License must be obtained within 60 days from employment start date
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n nPreferences
nnnBachelor's degree
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nnCertified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
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nnTwo (2) years of Financial Advisory experience
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n nCompensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.
nPosition Type
nFull time
nIncentive Pay Plans:
nThis 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.
nPosition Type
nFull time
nBenefits Information
nRegions 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.
nnnPaid Vacation/Sick Time
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nn401K with Company Match
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nnMedical, Dental and Vision Benefits
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nnDisability Benefits
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nnHealth Savings Account
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nnFlexible Spending Account
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nnLife Insurance
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nnParental Leave
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nnEmployee Assistance Program
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nnAssociate Volunteer Program
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n nPlease 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 click or copy the link below to your browser.
n nLocation Details
nEmory Road
nLocation:
nPowell, Tennessee
nEqual Opportunity Employer/including Disabled/Veterans
nJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Worksite address
powell, TN, 37849, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.