littlerock | Financial Advisor Little Rock Moen in Siloam Springs, AR

Financial Advisor Little Rock Moen

  • Regions Financial
  • $62,935.00 - 141,160.00 / Year *
  • 17006 O D Clark Dr
  • Siloam Springs, AR 72761
  • Full-Time
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Job Description:

At Regions,the Financial Advisor establishes 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. The ideal candidate is customer-focused and partnership centric with previous branch based brokerage experience.

Primary Responsibilities

  • Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
  • Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
  • Builds and maintains a strong client network and pipeline
  • Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
  • Conducts and/or participates in investment performance and relationship reviews
  • Keeps junior level staff informed about investment products and opportunities
  • Adheres to compliance requirements and follow corporate and industry protocols
  • This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

    This position is incentive eligible.

    Requirements

  • Series 7 & 63
  • Series 65 or 66
  • Insurance License
  • At least two (2) years of Financial Advisory Experience
  • Preferences

  • Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
  • College Degree
  • Location:

    Little Rock, Arkansas

    EEO/AA/Minorities/Females/Disabled/Veterans


    Associated topics: broker, buy, dow jones, equity, financial, investor, market, risk, sell, trader


    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.