Financial Advisor

Regions Bank

. Assist Financial Advisors in establishing a portfolio of bank customers based on their financial objectives through sound guidance and advice .

Posted 10/13/2026full-timeWetumpka • Alabama • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer engagement and financial advisory support skills, with a focus on understanding clients' financial goals and providing tailored investment product recommendations. Proficient in maintaining customer relationships and ensuring compliance with financial regulations.

Highest-signal resume keywords

Life Insurance LicenseFINRA RegistrationsCustomer Relationship ManagementFinancial Advisory SupportInvestment Product Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisPortfolio ManagementCustomer Information UpdateMeeting SchedulingTraining Module Completion

Soft Skills

Customer-Focused PartnershipHigh Touch EngagementCommunication SkillsTeam CollaborationProblem Solving

Certifications & Qualifications

High School DiplomaGEDLife Insurance LicenseFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Industry Keywords

Financial ServicesInvestment ProductsCustomer Financial GoalsFair Labor Standards ActBranch Operations

About the role

Key responsibilities & impact

Assist Financial Advisors in establishing a portfolio of bank customers based on their financial objectives through sound guidance and advice
Establish joint appointments with Financial Advisors and customers
Prepare and schedule meetings with Financial Advisors
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 for overtime eligibility under the Fair Labor Standards Act

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