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
- variable annuities
- sales
- series 66
- financial advisory
- series 7
- relationship building
- certified financial planner
- licensed life insurance
- portfolio planning
- retirement planning
- prospecting
- annuities
- chartered financial consultant
- customer service
- investment products and services
- coaching
- investment performance
- investment strategies
- financial planning
- certified retirement specialist
