Regions Bank
Associate Financial Consultant
Regions Bank, Tampa, Florida, us, 33646
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 Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.Primary ResponsibilitiesEstablishes joint appointments with Financial Advisors and customersWorks with Financial Advisors on preparing and scheduling meetingsAssists in covering branches that do not have a dedicated Financial AdvisorResponds to customer and Financial Advisors requestsUpdates customer informationCompletes required and assigned training modulesBecomes familiar and educated with investment products used to meet customers' investment needsDemonstrates customer-focused partnership with branch staffThis position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.This position is incentive eligible.RequirementsHigh School Diploma or GEDSix (6) months of related experiencePreferencesLife Insurance License strongly preferredObtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66Skills and CompetenciesAbility to engage in a high touch environmentAbility to gain understanding of our customers’ current financial standing and their short and long term financial goalsAbility to work towards full licensing within six (6) months or a mutually agreed upon time frameCompensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.Position Type : Full timeIncentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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.rfLocation Details : Winthrop, Riverview, FloridaBring Your Whole Self to WorkWe have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help 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 and thrive is the right thing to do.OFCCP Disclosure: Equal Opportunity Employer/Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.Primary ResponsibilitiesEstablishes joint appointments with Financial Advisors and customersWorks with Financial Advisors on preparing and scheduling meetingsAssists in covering branches that do not have a dedicated Financial AdvisorResponds to customer and Financial Advisors requestsUpdates customer informationCompletes required and assigned training modulesBecomes familiar and educated with investment products used to meet customers' investment needsDemonstrates customer-focused partnership with branch staffThis position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.This position is incentive eligible.RequirementsHigh School Diploma or GEDSix (6) months of related experiencePreferencesLife Insurance License strongly preferredObtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66Skills and CompetenciesAbility to engage in a high touch environmentAbility to gain understanding of our customers’ current financial standing and their short and long term financial goalsAbility to work towards full licensing within six (6) months or a mutually agreed upon time frameCompensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.Position Type : Full timeIncentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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.rfLocation Details : Winthrop, Riverview, FloridaBring Your Whole Self to WorkWe have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help 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 and thrive is the right thing to do.OFCCP Disclosure: Equal Opportunity Employer/Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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