High-Net-Worth Wealth Advisor

Regions Bank; Town of Texas (WI); On-site; USD 76,000 - 116,000; Full time

Benefits offered by this job

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

Job summary

Regions Bank in Montgomery, Alabama seeks a Private Wealth Management Advisor to develop and maintain relationships with affluent clients, delivering comprehensive financial planning and wealth-management services.

You will collaborate with internal partners to offer a broad range of wealth products, identify growth opportunities, and manage compliance and KYC requirements while pursuing revenue growth.

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Three (3) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related.

Responsibilities

• Collaborates with internal partners to provide 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.
• Identifies relationship growth and asset retention opportunities.
• Acquires new clients and expands services to existing clients to meet revenue growth, profitability and retention goals.
• Guides development and ongoing maintenance of client needs and maintains product knowledge.

Skills

Anticipates client needs

Sales experience

Relationship management

Negotiation skills

Communication skills

Education

Bachelor's degree in business/finance/economics/accounting or related field

Job description

Regions Bank in Montgomery, Alabama seeks a Private Wealth Management Advisor to develop and maintain relationships with affluent clients, delivering comprehensive financial planning and wealth-management services.

You will collaborate with internal partners to offer a broad range of wealth products, identify growth opportunities, and manage compliance and KYC requirements while pursuing revenue growth.