Company: Regions Financial Corporation
Posted on: November 26, 2022
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
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 in accordance with regulatory requirements and in
conjunction with Regions' Retention Schedule for a minimum of three
years. You may review, modify, or update your information by
visiting and logging into the careers section of the system.
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 Financial Advisor experience.
- Provides a broad range of investment solutions and products to
help meet customer goals and offer in-depth guidance through
Financial Planning services
- Identifies and follow up on all opportunities to establish
customer relationships including prospecting, lead utilization, and
local market/community involvement
- Builds and maintains a strong client network and pipeline
- Provides and demonstrates expert-level portfolio planning
skills and comprehensive industry and investment knowledge
- Conducts and/or participates in investment performance and
- Keeps junior level staff informed about investment products and
- Adheres to compliance requirements and follow corporate and
This position is exempt from timekeeping requirements under the
Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
- Series 7
- Series 63 & 65 or Series 66
- Insurance License must be obtained within 60 days from
employment start date
- Bachelor's degree
- Certified Financial Planning, Chartered Financial Consultant
and Certified Retirement Specialist
- Two (2) years of Financial Advisory experience
This position could be filled in multiple locations. Please see the
Locations section for a full listing.
Regions offers a benefits package that is flexible, comprehensive
and recognizes that "one size does not fit all" for associates.
Listed below is a synopsis of the benefits offered by Regions for
informational purposes, which is not intended to be a complete
summary of plan terms and conditions.
- 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
Please note, benefits and plans may be changed, amended, or
terminated with respect to all or any class of associate at any
time. To learn more about Regions' benefits, please click or copy
the link below to your browser.
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that
promotes and values diversity of race, color, national origin,
religion, age, sexual orientation, gender identity, disability,
veteran status, genetic information, sex, pregnancy, and many other
primary and secondary dimensions that make each of us unique as
individuals and provide valuable perspective that makes us a better
company and employer. More importantly, we recognize that creating
a workplace where everyone, regardless of background, can do their
best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity
Keywords: Regions Financial Corporation, New Orleans , Financial Advisor, Accounting, Auditing , Metairie, Louisiana
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