Associate Financial Consultant jobs in United States
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Regions Bank · 1 day ago

Associate Financial Consultant

positionPinson, AL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$40K/yr - $100K/yr
date0+ years exp

Regions Bank is committed to providing a supportive environment for associates to build their careers. The Associate Financial Consultant assists Financial Advisors in establishing customer portfolios and meeting financial objectives through guidance and advice.

BankingInsurance
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H1B Sponsor Likelynote

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

Qualification

Life Insurance LicenseFINRA registrationsCustomer engagementFinancial goal understandingLicensing within six months

Required

High School Diploma or GED
Six (6) months of related experience

Preferred

Life Insurance License strongly preferred
Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

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

Company

Regions Bank

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Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
dateFounded in 1971
location
Memphis, Tennessee, USA
people-size10001+ employees
web-link
https://www.regionsinsurance.com/

H1B Sponsorship

Regions Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (40)
2023 (41)
2022 (42)
2021 (32)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-04-06Acquired

Leadership Team

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Brian Happel
Executive Vice President and Fort Worth Market CEO
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Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
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Recent News

Business Journals
Regions Bank cuts brick-and-mortar footprint, ServisFirst, First US growing
2024-04-30
Business Journals
Magic City Newsmakers: Regions Bank, Culinary Dropout, Chick-fil-A
2024-04-28
Business Wire
More Convenience. More Flexibility. Regions Bank Launches Visa Commercial Pay Mobile for Corporate Banking Clients
2024-04-24
Company data provided by crunchbase