Financial Advisor - South Mississippi
About The Position
At Regions, the Financial Advisor establishes a portfolio of bank customers by helping them meet their financial objectives through sound advice and guidance. Advice is based on an understanding of each customer’s current financial standing and short- and long-term goals. The ideal candidate is customer-focused, partnership-centric, and has prior branch-based Financial Advisor experience. This is a full-time, incentive-eligible position located in Hattiesburg, Mississippi. Compensation includes base and variable compensation, with total compensation earning potential of $43,888–$150,000+. The role participates in a commission incentive plan, with commission potential based on performance against defined metrics and goals. It is exempt from timekeeping requirements under the Fair Labor Standards Act 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 must be obtained within 60 days from 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 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.
Benefits
- Paid vacation and sick time.
- 401(k) 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
