Financial Advisor - Pinellas County, Florida

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 choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. 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 the customer’s current financial standing and 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 follows 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 relationship reviews
Keeps junior level staff informed about investment products and opportunities
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
High School Diploma or GED
Life Insurance License must be obtained within 60 days from employment start date
Bachelors degree
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
Two (2) years of Financial Advisory experience
Full time

Incentive Pay Plans:
Employees have the potential to earn commission based on performance against defined metrics and goals.

Full time

Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Medical, Dental and Vision Benefits
~ Disability Benefits
~ Health Savings Account
~ Flexible Spending Account
~ Life Insurance
~ Employee Assistance Program
~ Downtown Clearwater

Location:
Clearwater, Florida

Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting.