Associate Financial Consultant - RIS

As an Associate Financial Consultant with Regions Investment Services, you will support Financial Advisors in building customer portfolios to meet financial objectives through expert guidance. This role involves client interaction, preparing for meetings, and educating yourself on investment products.

• Assist Financial Advisors in establishing customer portfolios
• Prepare for and schedule client meetings
• Respond to customer and Financial Advisor requests
• Gain knowledge of investment products
• Six months of related experience required
• Life Insurance License strongly preferred

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.