Associate Financial Consultant - RIS

Regions Bank

9d • $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.

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