Associate Financial Consultant

Associate Financial Consultant

08 Aug 2024
Arkansas, Texarkana 00000 Texarkana USA

Associate Financial Consultant

Vacancy expired!

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.Job Description:At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing 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.This job is typically Transactional (100%).Requirements

High school diploma or GED

Life Insurance License

Six (6) months of related experience

Certificates/Licensures

Life Insurance License

Preferences

Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

Skills and Competencies

Ability to engage in a high touch environment

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

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

Position TypeFull timeLocation DetailsTexarkana TX MainLocation:Texarkana, TexasEEO/AA/Minorities/Females/Disabled/VeteransAbout RegionsAt 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

Job Details

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