Financial Advisor - Nashville, TN

Regions Bank • Nashville, TN

3d • Onsite

About The Position

The Financial Advisor establishes a portfolio of bank customers by helping them meet their financial objectives through sound advice and guidance. This involves understanding each customer’s current financial standing and short- and long-term goals. The role provides investment solutions and financial planning services, builds customer relationships and a client pipeline, and conducts investment performance and relationship reviews. The ideal candidate is customer-focused, partnership-centric, and has prior branch-based Financial Advisor experience.

The position is full-time and incentive-eligible, with base and variable compensation. Associates may earn commission based on performance against defined metrics and goals. The position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. It is located at the Music Row location in Nashville, Tennessee.

Requirements

• High school diploma or GED.
• Six months of related experience.
• Series 7 license.
• Series 63 and 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED