What are the responsibilities and job description for the Associate Financial Consultant - RIS position at Regions?
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 choice.
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.
Job Description:
At Regions, the Associate Financial Consultant - Regions Insurance 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
High School Diploma or GED
Six (6) months of related experience
Preferences
Life Insurance License strongly preferred
Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills and Competencies
Ability to engage in a high touch environment
Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
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.
Position Type 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. 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.
https://www.regions.com/welcometour/benefits.rf
Location Details Ridgeland MS LOB
Location: Ridgeland, Mississippi
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where all people can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/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. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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.
Job Description:
At Regions, the Associate Financial Consultant - Regions Insurance 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
High School Diploma or GED
Six (6) months of related experience
Preferences
Life Insurance License strongly preferred
Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills and Competencies
Ability to engage in a high touch environment
Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
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.
Position Type 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. 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.
https://www.regions.com/welcometour/benefits.rf
Location Details Ridgeland MS LOB
Location: Ridgeland, Mississippi
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where all people can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/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. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Salary : $40,000 - $100,000
