Financial Advisor: Growth
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Regions Bank is seeking a Financial Advisor in Downtown Clearwater, FL to build a portfolio of bank customers by providing investment guidance aligned with clients’ financial goals. The role emphasizes relationship-building, prospecting, and comprehensive portfolio planning.
The ideal candidate brings Six months of related experience, Series 7, Series 63/65 or 66, and a Life Insurance License within 60 days. A Bachelor's degree and CFP/ChFC/CRS credentials are preferred.
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