FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Associate Financial Consultant
Regions Bank. Assist Financial Advisors in establishing a portfolio of bank customers based on customers’ financial objectives through sound guidance and advice .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer engagement and partnership skills while assisting Financial Advisors in meeting clients' financial objectives. Familiarity with investment products and commitment to obtaining necessary financial licenses are essential for success in this role.
Highest-signal resume keywords
Life Insurance LicenseFINRA RegistrationsCustomer EngagementInvestment Product KnowledgeHigh Touch Environment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Objectives AnalysisCustomer Information ManagementMeeting PreparationPortfolio DevelopmentTime Tracking
Soft Skills
Customer-Focused PartnershipCommunication SkillsTeam CollaborationProblem-Solving
Certifications & Qualifications
High School DiplomaGEDSeries 6Series 7Series 63Series 65Series 66
Industry Keywords
Financial AdvisorsInvestment ProductsCustomer Financial GoalsBranch OperationsTraining Modules
About the role
Key responsibilities & impact- Assist Financial Advisors in establishing a portfolio of bank customers based on customers’ financial objectives through sound guidance and advice
- Establish joint appointments with Financial Advisors and customers
- Work with Financial Advisors on preparing and scheduling meetings
- Assist in covering branches without a dedicated Financial Advisor
- Respond to customer and Financial Advisors’ requests
- Update customer information
- Complete required and assigned training modules
- Become familiar and educated with investment products used to meet customers’ investment needs
- Demonstrate customer-focused partnership with branch staff
- Track time and work eligible overtime exceeding 40 hours per week
Requirements
What you’ll need- High School Diploma or GED
- Six (6) months of related experience
- Life Insurance License strongly preferred
- Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
- Ability to engage in a high touch environment
- Ability to gain understanding of customers’ current financial standing and short- and long-term financial goals
- Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
Benefits
Comp & perks- Incentive eligible
- Commission incentive plan with potential to earn commission based on performance against defined metrics and goals
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
- Overtime eligibility for hours worked in excess of 40 per week