Private Wealth Advisor: Grow Elite Client Portfolios

Regions Bank; Charleston (SC); Presencial; USD 109.000 - 148.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Life Insurance

Parental Leave

Employee Assistance Program

Descripción de la vacante

Regions Bank is seeking a Private Wealth Management Advisor in Charleston, SC. You will develop a portfolio of client relationships in affluent markets using advisory concepts and financial planning principles.

You will collaborate with internal partners to offer wealth products, identify growth opportunities, and help clients meet revenue and retention goals while maintaining compliance and risk controls.

Formación

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five years of financial services industry experience in banking, trust investment, wealth management or related.
• Registration with the Nationwide Mortgage Licensing System (NMLS) is required.

Responsabilidades

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

Conocimientos

Relationship management

Client acquisition

Sales & negotiation

Communication

Financial services knowledge

KYC compliance

Educación

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

Descripción del empleo

Regions Bank is seeking a Private Wealth Management Advisor in Charleston, SC. You will develop a portfolio of client relationships in affluent markets using advisory concepts and financial planning principles.

You will collaborate with internal partners to offer wealth products, identify growth opportunities, and help clients meet revenue and retention goals while maintaining compliance and risk controls.