Regions Financial·14 days ago
14 days ago
Financial Advisor
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What you'll do
- establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance
- provides a broad range of investment services
What they're looking for
- bachelor's degree
- ged
- series 7
- series 66
- advisory experience
Nice to have
- chartered financial consultant
- certified retirement specialist
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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. Provides a broad range of inves...
Skills
- financial advisory
- chartered financial consultant
- financial planning
- investment performance
- certified retirement specialist
- prospecting
- incentive
- portfolio planning
- compensation
- advisory experience
- responsibilities
- ged
- dedicated
- series 66
- series 7
- performance
- build
- bachelor's degree
Company
Regions Financial
1650 Cumberland Parkway SE, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.