Financial Advisor
4 weeks ago
Financial AdvisorAt Regions, the Financial Advisor establishes 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 the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.Primary ResponsibilitiesProvides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning servicesIdentifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvementBuilds and maintains a strong client network and pipelineProvides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledgeConducts and/or participates in investment performance and relationship reviewsKeeps junior level staff informed about investment products and opportunitiesAdheres to compliance requirements and follows corporate and industry protocolsThis position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.This position is incentive eligible.RequirementsHigh School Diploma or GEDSix (6) months of related experienceSeries 7Series 63 & 65 or Series 66Life Insurance License must be obtained within 60 days from employment start datePreferencesBachelor's degreeCertified Financial Planning, Chartered Financial Consultant and Certified Retirement SpecialistTwo (2) years of Financial Advisory experienceCompensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.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.Regions 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.Hot Springs MainHot Springs, ArkansasEqual Opportunity Employer/including Disabled/Veterans
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Financial Advisor
2 weeks ago
Colorado Springs, CO, United States First Command Financial Services Full timeJob DescriptionFinancial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial...
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Financial Advisor
1 week ago
Ocean Springs, United States Regions Financial Full timeFinancial AdvisorAt Regions, the Financial Advisor establishes 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...
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Financial Advisor
6 days ago
Hot Springs, United States Regions Bank Full timeDescription :At Regions, the Financial Advisor establishes 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 the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and...
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Financial Advisor
3 days ago
Camp Springs, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB What our...
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Financial Advisor
2 days ago
Bonita Springs, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors...
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Camp Springs, Maryland, United States First Command Financial Services Full timeJoin the mission. Coach those who serve.At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships,...
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Camp Springs, United States First Command Financial Services, Inc. Full timeJoin the mission. Coach those who serve. At First Command, we’ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships,...
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AMP Financial Advisor- Miami, FL
16 hours ago
Miami Springs, United States Raymond James Financial Services Full timeJob Description SummaryFulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.Job DescriptionJob SummaryThe Advisory Mastery Program (AMP) is a unique...
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Financial Advisor
6 days ago
Rock Springs, United States Wyoming Staffing Full timeJunior AdvisorThe Junior Advisor supports Senior Advisors in delivering comprehensive financial planning and advisory services to clients. This role is designed for an individual seeking to build technical expertise, develop client relationship skills, and gain exposure to the full advisory process within a collaborative team environment. The Junior Advisor...
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Financial Advisor
2 weeks ago
Hot Springs National Park, AR, United States Regions Bank Full timeThank 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,...
