Financial Consultant

Company: Regions Bank
Location: Noblesville
Posted on: June 24, 2022

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 in accordance with regulatory requirements and in conjunction with Regions Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Financial Consultant 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 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 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 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, Insurance License

At least two (2) years of Investment Services experience

Obtain Series 65 or 66 within 18 months from date of hire

Preferences
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist

College Degree

Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Location Details
Noblesville IN
Location:
Noblesville, Indiana
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Keywords: Regions Bank, Noblesville , Financial Consultant, Professions , Noblesville, Indiana