Private Wealth Advisor: Grow Client Portfolios

Regions Financial Corporation; Miramar Beach (FL); Vor Ort; USD 69.000 - 84.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

Regions Financial Corporation is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments. You will deliver unbiased, consultative financial planning and wealth advisory services, collaborating with partners to offer a broad range of wealth products and services.

The role requires a Bachelor’s degree and 3 years of financial services experience, plus NMLS registration.

Qualifikationen

• 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.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Aufgaben

• 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 with internal partners.
• Acquires new clients and expands services to meet revenue growth targets.
• Provides guidance for development and maintenance of client needs, while enhancing relationship management and product knowledge.
• Performs discovery and manages pre-call and post-call meetings for every call.
• Manages Know Your Customer (KYC), call reporting, book of business management and maintenance, and risk/compliance needs for the book of business.

Kenntnisse

Client relationship management

Sales experience

Presentation skills

Negotiation skills

Communication skills

Problem solving

Ausbildung

Bachelor's degree in business/finance/economics/accounting

Jobbeschreibung

Regions Financial Corporation is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments. You will deliver unbiased, consultative financial planning and wealth advisory services, collaborating with partners to offer a broad range of wealth products and services.

The role requires a Bachelor’s degree and 3 years of financial services experience, plus NMLS registration.