Financial Advisor - Evansville, IN

Regions Bank•Evansville, IN

3d•$43,888 - $150,000

About The Position

At Regions, the Financial Advisor establishes a portfolio of bank customers by helping meet their financial objectives through sound advice and guidance. Advice is based on a thorough understanding of each customer’s current financial position 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 includes base and variable compensation. Associates have total compensation earning potential of $43,888–$150,000+. The role may participate in a commission incentive plan, with commission potential based on performance against defined metrics and goals. It 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, 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

Provide a broad range of investment solutions and products to help meet customer goals, including in-depth guidance through financial planning services.
Identify and follow up on opportunities to establish customer relationships, including prospecting, lead utilization, and local market or community involvement.
Build and maintain a strong client network and pipeline.
Demonstrate expert-level portfolio planning skills and comprehensive industry and investment knowledge.
Conduct and/or participate in investment performance and relationship reviews.
Keep junior-level staff informed about investment products and opportunities.
Adhere to compliance requirements and follow corporate and industry protocols.