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Financial Advisor
Regions Financial
Sarasota, FL, United States
Job Details - this job has expired, please see similar jobs below
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.
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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
• Offer a broad range of investment solutions and products to help meet these goals and offer in-depth guidance through Financial Planning services
• Identify and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
• Build and maintain a strong client network and pipeline
• Provide and 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
This position is incentive eligible.
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Requirements
• Series 7 & 63
• Series 65 or 66
• Insurance License
• 2+ Years of Financial Advisory Experience
Preferences
• Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
• College Degree
Location:
Sarasota, Florida
EEO/AA/Minorities/Females/Disabled/Veterans