What Jobs are available for Cfp in the United States?

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 Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
**Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
+ Manages the most sophisticated client relationships
+ Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
+ May supervise other associates
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.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Anticipates client needs and is proactively provides solutions
+ Consistently a top performer
+ Excellent verbal and written communication skills
+ Expert relationship management, business development and presentation skills
+ Expert sales, negotiation, problem solving, and interpersonal skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$138,937.26 USD
**_Median:_**
$214,977.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**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.
Details**
Ponce De Leon
**Location:**
Coral Gables, Florida
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.

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 Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
**Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals
+ Provide guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Ability to independently manage the largest client relationships
+ Manages multiple tasks and helps the team reach deadlines, including proper KYC guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
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.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
+ Or High School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
**Skills and Competencies**
+ Advanced relationship management, business development and presentation skills
+ Advanced sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
+ Anticipates client needs and is proactively provides solutions
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$106,820.01 USD
**_Median:_**
$152,046.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**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.
Details**
Ocala Main
**Location:**
Ocala, Florida
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.

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 Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
**Primary Responsibilities**
+ Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
+ Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
+ Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
+ Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
+ Acts as a resource to associates with less experience
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.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage the largest client relationships
+ Advanced relationship management, business development and presentation skills
+ Advanced sales, negotiation, problem solving, and interpersonal skills
+ Anticipates client needs and is proactively provides solutions
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$124,623.35 USD
**_Median:_**
$177,387.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**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.
Details**
Dallas Uptown
**Location:**
Dallas, Texas
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.

Description
Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established wealth management firm that is dedicated to acting in clients' best interests through personalized strategies and disciplined portfolio management. This role is in San Ramon, CA and requires 4 days on-site.
The firm's philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a rare opportunity to join a high-integrity, growth-focused advisory team where you'll step into an established client base and have the freedom to build your practice with full firm support.
Responsibilities
+ Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.
+ Develop personalized financial plans tailored to each client's needs and goals.
+ Build and strengthen client relationships through proactive communication and ongoing support.
+ Monitor market performance and client portfolios, recommending adjustments as needed.
+ Maintain compliance with all industry regulations and firm standards.
Requirements
+ CFP® designation (required).
+ 5+ years of experience in the financial services industry.
+ Proven success in a client-facing financial advisory role.
+ Strong analytical, problem-solving, and interpersonal skills.
+ Self-starter with a client-service mindset and commitment to ethical practices.
+ Candidates from San Ramon or the East Bay Area preferred.
+ Ability to bring an existing book of business is a plus, but not required.
Why Join?
+ Step into a meaningful book of recurring-revenue clients with excellent growth potential.
+ Collaborative, supportive team culture that values integrity and professional development.
+ Flexibility to grow your practice with full firm support.
+ Competitive compensation package with profit-sharing 401(k), PTO, paid holidays, medical/dental/vision benefits, and quarterly bonuses tied to new asset growth.
+ Opportunity to contribute to a firm with 1B AUM and strong long-term career potential.
Interested in this opportunity?
Apply directly and connect with Jennifer Fukumae on LinkedIn for the fastest consideration or to learn about other roles in Wealth Management and RIA firms.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

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 Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.
**Primary Responsibilities**
+ Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
+ Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
+ Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input
+ Leverage resources to maintain and increase efficiency to focus on clients at an effective level
+ Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
+ Execute the Regions Client Experience at an advanced level
+ Initiates and monitors required actions related to modeling and trading of client accounts
+ Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
+ Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
+ Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners
+ Participates in and may lead group projects as assigned by management
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**
+ Bachelor's Degree or International Equivalent
+ Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
**Preferences**
+ Bachelor's degree in Business Administration, Finance or Economics
+ Technical Training in financial and economic markets
+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
**Skills and Competencies**
+ Analytical, organization and presentation skills
+ Knowledgeable about sales techniques and possess sales aptitude
+ Skilled in applicable computer software programs
+ Verbal and written communication skills
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$103,710.20 USD
**_Median:_**
$137,640.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**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.
Details**
Buckhead
**Location:**
Atlanta, Georgia
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.

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 Wealth Planner is responsible for creating comprehensive financial plans for the largest and most complex Private Wealth clients across the Regions footprint. The Wealth Planner will analyze data using financial planning software, then prepare and deliver presentations to Advisors and clients based on observations and recommendations developed during the planning process. This will be done in collaboration with the Wealth Management Teams and Specialists across Regions footprint. The Wealth Planner will be actively engaged with other Wealth Planners and provide peer review to ensure quality control. The Wealth Planner will also be proactive with teams and participate when asked in pre-call and post call meetings, strategy sessions, or client meetings in person if practical, or by teleconference.
**Primary Responsibilities**
+ Works closely with Private Wealth Management Advisors across the 15-state footprint to identify planning needs and position planning services
+ Prepares financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis and risk management needs analysis
+ Makes financial planning recommendations that will fit each client's unique circumstance
+ Prepares alternative proposals ("what if" options) for the client
+ Provides ongoing support to help advisors and clients implement planning strategies and recommendations
+ Provides fulfillment support to Wealth Strategists, creating analysis and reports as needed to model various financial strategies
+ Works within established procedures with a moderate degree of supervision.
+ Assists with moderately complex projects while partnered with more experienced associates
+ Works within established procedures with a moderate degree of supervision.
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**
+ Bachelor's degree in a related field
+ Certified Financial Planner (CFP)
+ Five (5) years of financial planning experience
**Preferences**
+ Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
+ Master of Laws (LLM)
+ Certified Public Accountant (CPA)
**Skills and Competencies**
+ Excellent problem solving and interpersonal skills
+ Excellent verbal and written communication skills
+ Knowledge of business succession planning
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$64,823.55 USD
**_Median:_**
$110,590.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**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.
Details**
Downtown Tampa
**Location:**
Tampa, Florida
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.

Job Description

Job Description

We are seeking driven and client-focused individuals to join our team as Financial Planners . In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.

As a Financial Planner, you will gain hands-on experience in:

• Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability.
• Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
• Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.

Compensation:

$160,000 - $190,000 at plan

Responsibilities:

• Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations
• Develop Holistic Financial Plans
• Conduct Comprehensive Client Discovery
• Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions
• Present and Implement Insurance Solutions
• Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans
• Deliver Ongoing Advice and Plan Reviews
• Ensure Compliance and Fiduciary Integrity
• Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest
• Collaborate with Internal Specialists

Qualifications:

• Bachelor's degree in finance or related field
• Life and Health License
• SIE, Series 7, Series 63/65/66, (CFP not required but good to have)

About Company

MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Asset Management Private Bank organization, you will be based in Charlotte, NC. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy.
+ Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies.
+ Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
+ Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
**Competencies**
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within the PNC Private Bank organization, you will be based in Louisville, KY.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis.  Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Manages accounts in accordance with investment objectives that have been developed with the client.
+ Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
+ Demonstrates knowledge of complex investment and asset management strategies.
+ Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client.
+ Executes risk management practices through the adherence to PNC's policies and procedures.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
**Competencies**
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
**Work Experience**
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.