Financial Advisor

Description :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 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 GED Six (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 TypeFull 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.Position TypeFull timeBenefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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.Location DetailsDoctor Phillips BoulevardLocation:Orlando, FloridaEqual Opportunity Employer/including Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Created: 2025-11-20