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Regions Bank Area Investment Manager in Atlanta, Georgia

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.

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Job Description:

At Regions, the Area Investment Executive leads the Regions Investment Services program within their designated market. In collaboration with the Consumer Banking Executives, Consumer Banking Managers, and Wealth Management partners, this position is responsible for setting the overall investment services strategy to provide exceptional service and ensure appropriate branch coverage by both licensed bankers and Financial Advisors. This position manages and coaches the Financial Advisors in overall performance and skill development. This position partners with the Platform Investment Consultant to ensure appropriate staffing, coaching, and training of licensed bankers within the market. Incumbents are expected to have the series 7 and 66 (or 63 and 65) registrations or be able to obtain them within twelve months of employment.

Primary Responsibilities

  • 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

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.


  • 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)

  • Life and Health Insurance Licenses


  • Series 24

  • College Degree

  • Previous sales management experience

Position Type

Full time

Location Details

Regions Plaza Atlanta


Atlanta, Georgia

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans