Financial Consultant - RIS

Regions Bank • Jonesborough, TN

4d

About The Position

At Regions, the Financial Consultant - RIS establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice is based on a deep understanding of our customer, their current financial standing and their short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.

Requirements

• High School Diploma or GED
• S ix (6) months of related experience
• Series 7 & 63
• Life Insurance License must be obtained within 60 days from employment start date

Nice To Haves

• Bachelor's degree
• Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
• Series 65 or 66
• Two (2) years of Investment Services experience

Responsibilities

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

Benefits

• Paid Vacation/Sick Time
• 401K 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