Private Wealth Management Wealth Advisor

Job description

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.

nRegions 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.

nJob Description:

nAt 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.

nPrimary Responsibilities

nnnCollaborates 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

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nnServes as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities

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nnAcquires new clients and expands services to existing clients to meet revenue growth, profitability and retention goals consistently

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nnProvides guidance and solutions for the development and on-going maintenance of client needs, while continuing to develop relationship management and product knowledge skills

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nnPerforms 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

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nnManages multiple tasks and 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

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n nThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

nThis position is incentive eligible.

nThis position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.

nRequirements

nnnBachelor's degree in business, finance, economics, accounting or related field

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nnThree (3) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

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n nSkills and Competencies

nnnAnticipates client needs and is proactively provides solutions

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nnDeveloping effective and proven sales experience

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nnProficient relationship management, business development and presentation skills

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nnProficient sales, negotiation, problem solving, and interpersonal skills

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nnStrong initiative to be proactive and follow through on client requests

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nnStrong verbal and written communication skills

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n nPosition Type

nFull time

nCompensation Details

nPay 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.

nThe target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

nJob Range Target:

nMinimum:

n$76,211.85 USD

nMedian:

n$116,061.50 USD

nIncentive Pay Plans:

nThis 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.

nBenefits Information

nRegions 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.

nnnPaid Vacation/Sick Time

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nn401K with Company Match

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nnMedical, Dental and Vision Benefits

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nnDisability Benefits

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nnHealth Savings Account

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nnFlexible Spending Account

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nnLife Insurance

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nnParental Leave

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nnEmployee Assistance Program

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nnAssociate Volunteer Program

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n nPlease 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.

n nLocation Details

nMontgomery Monroe Street Main

nLocation:

nMontgomery, Alabama

nEqual Opportunity Employer/including Disabled/Veterans

nJob 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.

Worksite address

montgomery, AL, 36136, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.