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Associate Financial Consultant - RIS
Regions
Port Charlotte, FL - Port Charlotte BranchPosted Aug 26, 2026 · 2h ago$40k – $100k
Full-time$40k – $100kEntry LevelOn-siteBanking
About this role
Regions is seeking an Associate Financial Consultant to assist Financial Advisors in building customer portfolios based on financial objectives. This role involves client interaction, preparing for meetings, supporting branches, and learning about investment products. The position requires a high school diploma, six months of experience, and offers potential for overtime and commission-based earnings.
What we are looking for
6- Assist Financial Advisors in establishing customer portfolios
- Prepare for and schedule client meetings
- Support branches without dedicated Financial Advisors
- Respond to customer and Financial Advisor requests
- Gain education on investment products
- Six months of related experience required
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.
