Associate Financial Consultant

Regions•Franklin, TN

1d•$40,000 - $100,000•Onsite

About The Position

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. Regions 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. 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