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Financial Advisor - Client Portfolios and Planning
Job in
Cape Coral, Lee County, Florida, 33990, USA
Listed on 2026-01-19
Listing for:
Regions Financial Corporation
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm seeks a Financial Advisor to build a portfolio of bank customers and provide tailored investment solutions. The ideal candidate should possess strong client relationship skills and relevant experience in financial advisory. Responsibilities include offering investment guidance, building a client network, and maintaining compliance. The position offers a competitive base salary and variable compensation opportunities, alongside benefits like paid vacation, 401K matching, and medical coverage.
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