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Chief financial officer • birmingham al

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Financial Advisor

Financial Advisor

Regions BankBirmingham, AL, United States
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Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Financial Analyst

Financial Analyst

LanceSoftBirmingham, AL, United States
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Technology project experience preferred.Support multiple large technology project implementation initiatives with the primary responsibility being financial evaluation and validation of actual char...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Security Officer Financial Patrol

Security Officer Financial Patrol

Allied UniversalBirmingham, AL, US
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Security Officer Financial Patrol.Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.While working in a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Chief Procurement Officer

Chief Procurement Officer

ProtectiveBirmingham, AL, US
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The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Chief Nursing Officer (CNO) Local Government

Chief Nursing Officer (CNO) Local Government

NaphcareBirmingham, AL, US
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Chief Nursing Officer (CNO) Local Government.NaphCare is hiring a Chief Nursing Officer (CNO) Local Government to join our team of Executives, based out of our Corporate Headquarters in Birmingham,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Chief Information Security Officer (CISO)

Chief Information Security Officer (CISO)

ButterflyMXBirmingham, AL, US
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CISO Opportunity At ButterflyMX.ButterflyMX is on a mission to empower people to open and manage doors and gates from a smartphone. Our products are installed in more than 20,000+ multifamily, comme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Security Officer Armed Patrol Financial Site

Security Officer Armed Patrol Financial Site

Alabama StaffingBirmingham, AL, US
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Security Officer Armed Patrol Financial Site.Company Overview : Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Advisor

Financial Advisor

Pinnacle BankBirmingham, AL, United States
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At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle di...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Financial Advisor

Financial Advisor

The Piedmont Group - MassMutual PerimeterBirmingham, AL, US
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Financial Advisor | The Piedmont Group.Birmingham, AL Local candidates only.Our mission is to empower our community to focus on what truly matters—while we help secure their financial future....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Advisor

Financial Advisor

Northwestern Mutual Life Insurance CompanyHoover, AL, United States
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Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Chief Operating Officer

Chief Operating Officer

RM Staffing B.V.Birmingham, AL, US
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Reporting directly to the CEO, the COO ensures the company executes its strategy efficiently, drives operational scalability, and maintains a high-performance culture across all departments.Operati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
FINANCIAL OFFICER I

FINANCIAL OFFICER I

UABBirmingham, Alabama, US
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University of Alabama at Birmingham.Responsible for providing fiscal and budgetary services to an assigned unit.Uses knowledge of the fundamental concepts, practices and procedures specific to acco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Coach

Financial Coach

MSABirmingham, AL, US
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We exist to equip and empower people to take charge of their financial future.Part-Time Financial Coach (Contractor).MSA is the national leader in financial well-being services.We are a small but s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Advisor

Financial Advisor

Northwestern MutualHoover, AL, United States
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Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Financial Analyst

Financial Analyst

Phenom PeopleBirmingham, AL, US
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This position is located at the Department of Housing and Urban Development, Assistant Secretary for Community Planning and Development. This opportunity is open to the public and U.No prior federal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Chief Business Officer

Chief Business Officer

GVW GroupBirmingham, AL, US
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As the Chief Business Officer, you will work closely with the Chairman to understand the Chairman's vision and desired outcome for GVW Group's whole portfolio. You will take this vision and execute ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Chief Financial Officer

Chief Financial Officer

VirtualVocationsBirmingham, Alabama, United States
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A company is looking for a Chief Financial Officer (CFO).Key Responsibilities Lead the development and execution of financial strategy aligned to institutional priorities Oversee budgeting, fina...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Chief Underwriting Officer

Chief Underwriting Officer

General Placement ServiceHoover, AL, United States
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A leading workers’ compensation insurance carrier is seeking a.This role will oversee underwriting operations, drive portfolio profitability, and ensure disciplined risk selection across key ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Executive Assistant to Chief Executive Officer

Executive Assistant to Chief Executive Officer

Steward Machine Co., Inc.Birmingham, AL, United States
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Primary Purpose of the Position.The Executive Assistant will provide comprehensive administrative support to our executive team, ensuring all operations align with our strategic objectives.The Exec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Advisor

Financial Advisor

Regions BankBirmingham, AL, United States
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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description :

At Regions, the Financial Advisor establishes 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 the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.

Primary Responsibilities

  • Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
  • Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement
  • Builds and maintains a strong client network and pipeline
  • Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
  • Conducts and / or participates in investment performance and relationship reviews
  • Keeps junior level staff informed about investment products and opportunities
  • Adheres to compliance requirements and follows corporate and industry protocols

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • High School Diploma or GED
  • Six (6) months of related experience
  • Series 7
  • Series 63 & 65 or Series 66
  • Life Insurance License must be obtained within 60 days from employment start date
  • Preferences

  • Bachelor's degree
  • Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
  • Two (2) years of Financial Advisory experience
  • Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.

    Position Type

    Full time

    Incentive Pay Plans :

    This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.

    Position Type

    Full time

    Benefits Information

    Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • 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
  • Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

    Location Details

    Deerfoot Parkway

    Location : Pinson, Alabama

    Equal Opportunity Employer / including Disabled / Veterans

    Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.