Regions Bank Financial Consultant - Palm Beach, FL in Palm Beach Gardens, Florida
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 for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, our Financial Consultants 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.
•Offer a broad range of investment solutions and products to help meet these goals and offer in-depth guidance through Financial Planning services
•The ideal candidate is customer-focused and partnership centric with previous branch based brokerage experience
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.
•Series 7 & 63, Insurance License
•2+ Years of Financial Advisory Experience
Series 7 & 63, Insurance License Required
•Series 65 or 66
•Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
Palm Beach Gardens, Florida
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.