Area Investment Manager
Regions Bank
full-time
Posted on:
Location Type: Office
Location: New Orleans • Louisiana • 🇺🇸 United States
Visit company websiteSalary
💰 $131,143 - $181,510 per year
Job Level
Mid-LevelSenior
About the role
- Develops and implements an area plan that supports the bank's growth strategy, including accountability for revenue growth, production growth, and expense management
- Develops strategy to ensure appropriate coverage of branch network through the deployment of Financial Advisors and the licensing and coaching of bankers
- Supervises Financial Advisors in the execution of investment and relationship management to offer a broad range of investment solutions and products to meet customer needs
- Inspects performance, provides appropriate feedback, sets expectations, and supports development to achieve goals
- Recruits, hires, and ensures proper assimilation of new Financial Advisor within the branch network
- Performs compliance responsibilities as a Financial Industry Regulatory Authority (FINRA)/ Securities and Exchange Commission (SEC) Designated Supervisor
- Promotes partnerships to deliver the Regions 360 experience
Requirements
- High School Diploma or GED
- Five (5) years of experience in investment services or related fields
- Series 7, 65, and 63 – or- Series 7 and 66 securities registrations (or the ability to obtain above registrations within 12 months of employment)
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment servicesrevenue growthexpense managementrelationship managementcoachingperformance inspectiongoal settingrecruitmentcompliance responsibilities
Soft skills
leadershipcommunicationfeedback provisiondevelopment supportteam assimilationpartnership promotion
Certifications
Series 7Series 63Series 65Series 66