Finance Jobs in Bartlett, TN

1 job found

Include remote jobs

Today

Financial Advisor

Regions Bartlett, TN

Bartlett, TN

Today

$44k - $150k/yr Full time Advisor Asset & Wealth Management Client Relations

Apply Now

Job Description

Regions is seeking a Financial Advisor for an onsite role in Bartlett, Tennessee. In this position, you will work directly with bank customers to build and manage portfolios aligned to their financial objectives, using guidance informed by their current situation and short- and long-term goals.

This is a customer-focused, partnership-centric role with exempt status from timekeeping requirements. The position is also eligible for participation in a commission incentive plan based on performance against defined metrics and goals.

Responsibilities

Deliver a broad range of investment solutions and products, providing in-depth guidance through Financial Planning services to support customer goals
Identify, pursue, and follow up on opportunities to establish and grow customer relationships, including prospecting, lead utilization, and participation in the local market and community
Build and maintain a strong client network and pipeline
Apply expert-level portfolio planning skills and demonstrate comprehensive industry and investment knowledge
Conduct and/or participate in investment performance and relationship reviews
Keep junior level staff informed about investment products and opportunities
Adhere to compliance requirements and follow corporate and industry protocols

Requirements

High School Diploma or GED
Six (6) months of related experience
Series 7
Series 63 & 65 or Series 66
Life Insurance License must be obtained within 60 days from the employment start date

Benefits

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

Incentive Pay Plans

Eligible to participate in a commission incentive plan
Commission potential based on performance against defined metrics and goals

Preferred Qualifications

Bachelor’s degree
Certified Financial Planning, Chartered Financial Consultant, and/or Certified Retirement Specialist
Two (2) years of Financial Advisory experience

Compensation: USD 43,888 - 150,000 per year.

Location: Bartlett, Tennessee (onsite).

View full job page →

Get Finance Jobs in Bartlett, TN alerts

New Finance Jobs in Bartlett, TN, daily.