Financial Sales Consultant

Company Name:
Regions Financial
At Regions, our Financial Consultants will establish 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 our customer, their current financial standing and their short and long term goals.
Primary Responsibilities
Offer a broad range of investment solutions and products to help meet these goals and offer in-depth guidance through Financial Planning services
The ideal candidate is customer-focused and partnership centric with previous branch based brokerage experience
Series 7 & 63, Insurance License
2+ Years of Financial Advisory Experience
Series 7 & 63, Insurance License Required
Series 65 or 66
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
College Degree
Job: Primevest
Primary Location: Mississippi-Madison
Schedule: Full-time
Job Posting: Mar 24, 2014, 2:42:56 PM
Req ID: 36875

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