Regions Bank Financial Advisor- Collinsville in Collinsville, Illinois

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.

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Job Description:

At Regions, our Financial Advisor 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.The ideal candidate is customer-focused and partnership centric with previous branch based brokerage experience.

Primary Responsibilities

  • Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services

  • Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement

  • Builds and maintains a strong client network and pipeline

  • Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge

  • Conducts and/or participates in investment performance and relationship reviews

  • Keeps junior level staff informed about investment products and opportunities

  • Adheres to compliance requirements and follow corporate and industry protocols

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • Series 7 & 63

  • Series 65 or 66

  • Insurance License

  • At least two (2) years of Financial Advisory Experience

Preferences

  • Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist

  • College Degree

Location:

Collinsville, Illinois

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

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

  • Reach higher

  • Enjoy life

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.

EEO/AA/Minorities/Females/Disabled/Veterans