Job 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 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. Job Responsibilities: Builds and maintains a strong client network and pipeline Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge Conducts and/or participates in investment performance and relationship reviews Adheres to compliance requirements and follow corporate and industry protocols Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Keeps junior level staff informed about investment products and opportunities Job Requirements: Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist College Degree Job Details: Company: Regions Bank Vacancy Type: Full Time Job Location: Hattiesburg, MS, US Application Deadline: N/A Apply Here vacanciesforyou.net
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