Description
:
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
Establishes joint appointments with Financial Advisors and customersWorks with Financial Advisors on preparing and scheduling meetingsAssists in covering branches that do not have a dedicated Financial AdvisorResponds to customer and Financial Advisors' requestsUpdates customer informationCompletes required and assigned training modulesBecomes familiar and educated with investment products used to meet customers' investment needsDemonstrates customer-focused partnership with branch staffThis position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 ...