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Financial Sales Consultant

Overview

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City:Waterloo
Zip:50703

Description

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At Regions, our Financial Consultants will establish 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.

**Primary Responsibilities**

* Offer a broad range of investment solutions and products to help meet these goals and offer in-depth guidance through Financial Planning services
* The ideal candidate is customer-focused and partnership centric with previous branch based brokerage experience




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**Requirements**

* Series 7 & 63, Insurance License
* 2+ Years of Financial Advisory Experience
Series 7 & 63, Insurance License Required

**Preferences**

* Series 65 or 66
* Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
* College Degree




*Job:* Primevest



*Primary Location:* Iowa-Waterloo



*Schedule:* Full-time



*Job Posting:* Mar 24, 2014, 2:10:13 PM



*Req ID:* 36864

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