Executive Private Wealth Advisor | Comprehensive Planning

Regions Financial Corporation; Starkville (MS); On-site; USD 93,000 - 114,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Parental Leave

Employee Assistance Program

Job summary

Regions Financial Corporation seeks a Private Wealth Management Advisor to manage a portfolio of affluent clients with a consultative approach and sound financial planning. You will collaborate with partners to offer wealth products, risk management, and banking services while expanding client relationships.

The role requires strong relationship management, sales, and presentation skills, plus travel across the state to serve clients and grow the book of business.

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related.
• Regular travel throughout the state and the Mississippi Delta market to support client relationship management and business development.

Responsibilities

• Collaborates with internal business partners to provide wealth products and services including financial planning, asset management, and estate planning.
• Partners with internal teams to identify relationship growth and asset retention opportunities.
• Acquire new clients and expand services to existing clients to meet revenue and retention goals.
• Provide guidance and solutions for development and ongoing maintenance of client needs.
• Perform discovery to assess clients’ financial situations and manage the book of business.

Skills

Client relationships

Sales experience

Communication

Negotiation

Presentations

Interpersonal skills

Education

Bachelor’s degree in business/finance/related field

Tools

NMLS

Job description

Regions Financial Corporation seeks a Private Wealth Management Advisor to manage a portfolio of affluent clients with a consultative approach and sound financial planning. You will collaborate with partners to offer wealth products, risk management, and banking services while expanding client relationships.

The role requires strong relationship management, sales, and presentation skills, plus travel across the state to serve clients and grow the book of business.