Area Investment Manager
Regions Bank
full-time
Posted on:
Location Type: Office
Location: St. Petersburg • Florida • United States
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Salary
💰 $132,854 - $183,860 per year
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 & Tools
investment managementrevenue growthexpense managementperformance inspectioncoachingrecruitmentcompliancefinancial advisingrelationship managementinvestment solutions
Soft Skills
leadershipcommunicationfeedback provisiongoal settingteam developmentstrategic planningpartnership promotioncustomer serviceproblem solvingorganizational skills
Certifications
Series 7Series 65Series 63Series 66