Private Wealth Advisor for High-Net-Worth Clients

Regions Bank; Indianapolis (IN); On-site; USD 115,000 - 156,000; 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

Life Insurance

Job summary

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain relationships with affluent clients, delivering unbiased, consultative financial planning and advisory services. The role involves working with internal partners to offer a broad range of financial products and services, including asset management, trusts, and insurance, while focusing on growth and client retention.

You will manage complex client relationships, ensure compliance with KYC and risk controls, and

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five years of financial services experience in banking, wealth management, or related.
• NMLS registration is required and compliance with KYC/regulatory guidelines.

Responsibilities

• Collaborates with internal partners to provide wealth products and services including financial planning and asset management.
• Identifies relationship growth and asset retention opportunities with clients.
• Acquires new clients and expands services to meet revenue goals.
• Guides development and maintenance of client needs.
• Performs client discovery and manages pre/post-call meetings for each engagement.
• Manages KYC, reporting, and risk/compliance for the book of business.

Skills

Independent client relations

Relationship management

Sales experience

Negotiation skills

Communication skills

Problem solving

Interpersonal skills

Education

Bachelor’s degree in business, finance, economics, accounting or related field

Job description

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain relationships with affluent clients, delivering unbiased, consultative financial planning and advisory services. The role involves working with internal partners to offer a broad range of financial products and services, including asset management, trusts, and insurance, while focusing on growth and client retention.

You will manage complex client relationships, ensure compliance with KYC and risk controls, and