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Associate Financial Consultant

3 months ago

Doral, Florida, United States Regions Bank Full time
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.

At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assistsFinancialAdvisorsin establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.

Primary Responsibilities
Establishes joint appointments with FinancialAdvisors and customers
Works with Financial Advisors on preparing and scheduling meetings
Assists in covering branches that do not have a dedicated Financial Advisor
Responds to customer and Financial Advisors requests
Updates customer information
Completes required and assigned training modules
Becomes familiar and educated with investment products used to meet customers investment needs
Demonstrates customer-focused partnership with branch staff

This 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.
Requirements
High School Diploma or GED
Life Insurance License
Six (6) months of related experience
Preferences
Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills and Competencies
Ability to engage in a high touch environment
Ability to gain understanding of our customers' current financial standing and their short and long term financial goals
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
Position Type
Full time

Incentive 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.

Location:
Miami, Florida 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

Job 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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