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- Tasks: Assist Financial Advisors in building customer portfolios and scheduling meetings.
- Company: Regions is dedicated to helping associates build meaningful careers with growth opportunities.
- Benefits: Enjoy competitive pay, potential for overtime, and a supportive work environment.
- Why this job: Join a team that values integrity and offers a chance to make a real impact.
- Qualifications: High School Diploma or GED; six months of related experience preferred.
- Other info: Incentive eligible with earning potential between £40,000 - £100,000+.
The predicted salary is between 28800 - 60000 £ per year.
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.
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
- Life Insurance License strongly preferred
- Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
- 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 TypeFull time
Incentive Pay Plans:This job is not incentive eligible.
Location: 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. 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.
Associate Financial Consultant employer: The Center Birmingham
Contact Detail:
The Center Birmingham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Consultant
✨Tip Number 1
Familiarise yourself with the financial products and services offered by Regions. Understanding these will not only help you in interviews but also demonstrate your commitment to the role and your ability to meet customer needs.
✨Tip Number 2
Network with current employees or professionals in the financial consulting field. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews. Since the position involves working closely with Financial Advisors and customers, showcasing your interpersonal skills and ability to handle real-life situations can set you apart.
✨Tip Number 4
Stay updated on industry trends and regulations, especially those related to financial consulting. This knowledge will not only help you in discussions but also show your proactive approach to professional development.
We think you need these skills to ace Associate Financial Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Associate Financial Consultant position. Familiarise yourself with the key tasks such as assisting Financial Advisors and managing customer relationships.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise any previous roles in financial services or customer engagement that demonstrate your ability to meet the needs of clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to work at Regions and how your background makes you a great fit for the Associate Financial Consultant position.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at The Center Birmingham
✨Understand the Role
Make sure you thoroughly understand the responsibilities of an Associate Financial Consultant. Familiarise yourself with how this role supports Financial Advisors and assists customers in achieving their financial goals.
✨Showcase Your Customer Focus
Demonstrate your ability to engage with customers and understand their financial needs. Prepare examples from your past experiences where you successfully built relationships or provided exceptional service.
✨Prepare for Technical Questions
Be ready to discuss investment products and financial regulations, especially if you have any relevant licenses or certifications. Brush up on key concepts that may come up during the interview.
✨Express Your Commitment to Learning
Since the role requires obtaining various FINRA registrations, express your willingness and plan to achieve these within the specified timeframe. Highlight your dedication to continuous professional development.
