Regions Bank Associate Financial Consultant in Huntsville, Alabama

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, the Associate Financial Consultant will assist a Financial Advisors to establish 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 Financial Advisors 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

Certificates/Licensures

  • Life Insurance License

Preferences

  • Obtain FINRA registrations including the Series 6, 7, 63, 65, or 66

Skills and Competencies

  • Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals

  • Ability to engage in a high touch environment

  • Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

Location:

Huntsville, Alabama

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