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Financial Advisor

Company: Regions Bank
Location: Tampa
Posted on: November 11, 2018

Job Description:

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, our Financial Advisor will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be 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 brokerage experience. **Primary 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 follow 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 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 follow corporate and industry protocols This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Series 7 & 63 + Series 65 or 66 + Insurance License + At least two (2) years of Financial Advisory Experience **Preferences** + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + College Degree **Location:** Tampa, Florida EEO/AA/Minorities/Females/Disabled/Veterans **About Regions** At Regions, our culture focuses on five core values that are a commitment to how we will do business: + Put people first + Do what is right + Focus on your customer + Reach higher + Enjoy life Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering. EEO/AA/Minorities/Females/Disabled/Veterans

Keywords: Regions Bank, Tampa , Financial Advisor, Accounting, Auditing , Tampa, Florida

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