Client Relationship Advisor

Client Relationship Advisor

The crucial responsibility of a Client Relationship Advisor at Regions is to craft a portfolio of bank clients by meeting the financial goals of the customers through well-considered advice and guidance. This guidance is shaped by a profound comprehension of the customer's present financial status and their short and long-term aspirations. The ideal candidate should prioritize customer-centric approaches and collaboration and have past experience as a branch-based Client Relationship Advisor.

Primary Responsibilities:

• Various investment options and products are available to support customers in achieving their financial goals, with the added advantage of detailed assistance provided through Financial Planning services
• Identifies and acts upon all opportunities to establish customer relationships by prospecting effectively, utilizing leads, and participating in the local market and community
• Builds and preserves a formidable clientele base and manages an ongoing influx of potential leads
• Highlights advanced skills in portfolio planning and an in-depth understanding of the industry and investment field
• Conducts assessments on both investment performance and client relationships
• Ensures that junior level staff are knowledgeable about investment products and opportunities
• Follows regulatory requirements and complies with corporate and industry protocols

Work Schedule:

This job is exempt from timekeeping rules governed by the Fair Labor Standards Act and does not meet the criteria for receiving overtime payment.

This role is eligible for incentives.

Requirements:

• Achieving a high school diploma or a GED demonstrates the fulfillment of educational standards in a secondary school setting
• Experience in the related field for six months
• Series 7
• Series 63 & 65 or Series 66
• Individuals are required to obtain a Life Insurance License within a two-month window after commencing employment

Preferences:

• Bachelor's degree
• Certified Financial Planning, Chartered Financial Consultant, and Certified Retirement Specialist are esteemed certifications that showcase proficiency in financial planning and consulting
• Established a career in Financial Advisory over a period of two years

Position Type:

Full time

Incentive Pay Plans:

This position allows the opportunity to engage in a commission-based incentive program. Staff members can potentially receive additional compensation depending on their achievements in relation to specific targets and objectives.

Benefits Information:

Regions delivers a benefits package that is adjustable, extensive, and takes into account the diversity of needs among benefits-eligible staff members. Presented below is a summary of the benefits available at Regions for informational purposes and is not a comprehensive outline of all plan details and specifications.

• Paid Vacation/Sick Time
• A savings strategy where the employer matches a portion of the employee's 401K contributions
• Employee compensation package featuring dental, vision, and medical benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

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