Financial Sales Consultant - (Ocala, FL) in Ocala, Florida For Sale

## 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 ## **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:* Florida-Ocala *Schedule:* Full-time *Job Posting:* Jan 13, xxxx, 4:34:27 PM *Req ID:* xxxx8
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