Associate Financial Consultant - RIS

Regions Bank • Crossville, TN

1d • $40,000 - $100,000

About The Position

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. Primary Responsibilities Establishes joint appointments with Financial Advisors and customers Works with Financial Advisors on preparing and scheduling meetings Assists in covering branches that do not have a dedicated Financial Advisor Responds to customer and Financial Advisors' requests Updates customer information Completes required and assigned training modules Becomes familiar and educated with investment products used to meet customers' investment needs Demonstrates 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.

Requirements

• High School Diploma or GED
• Six (6) months of related experience
• Ability to engage in a high touch environment
• Ability to gain understanding of our 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

Nice To Haves

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

Responsibilities

• Establishes joint appointments with Financial Advisors and customers
• Works with Financial Advisors on preparing and scheduling meetings
• Assists in covering branches that do not have a dedicated Financial Advisor
• Responds to customer and Financial Advisors' requests
• Updates customer information
• Completes required and assigned training modules
• Becomes familiar and educated with investment products used to meet customers' investment needs
• Demonstrates customer-focused partnership with branch staff

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees