Associate Financial Consultant - RIS

Associate Financial Consultant - Regions Investment Services (RIS)

At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.

Primary Responsibilities

• Establishes joint appointments with Financial Advisors and customers
• Works with Financial Advisors on preparing and scheduling meetings
• Assists in covering branches that do not have a dedicated Financial Advisor
• Responds to customer and Financial Advisors' requests
• Updates customer information
• Completes required and assigned training modules
• Becomes familiar and educated with investment products used to meet customers' investment needs
• Demonstrates customer-focused partnership with branch staff

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position is incentive eligible.

Requirements

Preferences

Skills and Competencies

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.

Position Type Full time

Incentive Pay Plans : This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible 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.

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Altamonte Springs, Florida

Equal Opportunity Employer / including Disabled / Veterans