Financial Advisor - South Mississippi

Regions Bank•Hattiesburg, MS

11d•$43,888 - $150,000•Onsite

About The Position

At Regions, the Financial Advisor establishes a portfolio of bank customers by helping them meet financial objectives through sound advice and guidance. The advisor develops a deep understanding of each 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. This position is incentive eligible and participates in a commission incentive plan. Compensation includes base and variable compensation, with total compensation earning potential of $43,888–$150,000+. The position is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay.

Requirements

High school diploma or GED.
Six months of related experience.
Series 7 license.
Series 63 and Series 65 licenses, or Series 66 license.
Life Insurance License, to be obtained within 60 days from the employment start date.

Nice To Haves

Bachelor's degree.
Certified Financial Planner, Chartered Financial Consultant, or Certified Retirement Specialist designation.
Two years of Financial Advisory experience.

Responsibilities

Provides a broad range of investment solutions and products to help meet customer goals, including in-depth guidance through financial planning services.
Identifies and follows up on opportunities to establish customer relationships through prospecting, lead utilization, and local market and community involvement.
Builds and maintains a strong client network and pipeline.
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge.
Conducts and/or participates in investment performance and relationship reviews.
Keeps junior-level staff informed about investment products and opportunities.
Adheres to compliance requirements and follows corporate and industry protocols.