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Financial Advisor
Regions Bank. Establish a portfolio of bank customers by meeting their financial objectives through sound advice and guidance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Financial Planning and Investment Solutions, with a strong ability to build and maintain client relationships while adhering to compliance requirements. Possesses a solid foundation in portfolio planning and investment knowledge, complemented by relevant certifications.
Highest-signal resume keywords
Financial PlanningInvestment SolutionsClient Relationship ManagementSeries 7Series 63 & 65 or Series 66
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio PlanningInvestment KnowledgeFinancial AdvisoryProspectingLead Utilization
Soft Skills
Client NetworkingCommunicationGuidance
Certifications & Qualifications
Series 7Series 63Series 65Series 66Life Insurance LicenseCertified Financial PlanningChartered Financial ConsultantCertified Retirement Specialist
Industry Keywords
Compliance RequirementsInvestment Performance ReviewsFinancial ObjectivesMarket InvolvementClient Pipeline
About the role
Key responsibilities & impact- Establish a portfolio of bank customers by meeting their financial objectives through sound advice and guidance
- Provide investment solutions and products to meet customer goals
- Offer in-depth guidance through Financial Planning services
- Identify and follow up on opportunities to establish customer relationships through prospecting, lead utilization, and local market/community involvement
- Build and maintain a strong client network and pipeline
- Provide and demonstrate expert-level portfolio planning skills and comprehensive industry and investment knowledge
- Conduct and/or participate in investment performance and relationship reviews
- Keep junior-level staff informed about investment products and opportunities
- Adhere to compliance requirements and follow corporate and industry protocols
Requirements
What you’ll need- High School Diploma or GED
- Six (6) months of related experience
- Series 7
- Series 63 & 65 or Series 66
- Life Insurance License must be obtained within 60 days from employment start date
- Bachelor's degree preferred
- Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist preferred
- Two (2) years of Financial Advisory experience preferred
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