Private Wealth Advisor: Grow High-Net-Worth Portfolios

Regions Financial Corporation; Charleston (SC); On-site; USD 109,000 - 148,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Life Insurance

Parental Leave

Job summary

Regions Financial Corporation in Charleston, SC seeks a Private Wealth Management Advisor to develop and manage a high-net-worth client portfolio using unbiased, consultative financial planning and advisory concepts.

The role partners with internal teams to deliver wealth products and services, while driving growth, retention, and comprehensive client solutions. Requires a Bachelor’s degree and 5+ years in financial services; strong communication and relationship skills are essential.

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.
• Strong client relationship management, growth and retention.
• Excellent verbal and written communication.
• Ability to manage complex client portfolios and provide advisory solutions.

Responsibilities

• Collaborates with internal partners to provide wealth products and services including financial planning, asset management, trust and estate planning, insurance and risk management, and banking services.
• Identifies relationship growth and asset retention opportunities with internal partners.
• Acquires new clients and expands services to meet revenue growth and retention goals.
• Provides guidance for development and ongoing maintenance of client needs.
• Performs discovery and analyzes a client’s financial situation to retain and grow relationships, handling pre/post-call meetings.
• Manages KYC, call reporting, book of business, and overall risk/compliance for the portfolio.

Skills

Client relationship management

Needs assessment

Sales experience

Negotiation

Presentation skills

Communication skills

Education

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

Job description

Regions Financial Corporation in Charleston, SC seeks a Private Wealth Management Advisor to develop and manage a high-net-worth client portfolio using unbiased, consultative financial planning and advisory concepts.

The role partners with internal teams to deliver wealth products and services, while driving growth, retention, and comprehensive client solutions. Requires a Bachelor’s degree and 5+ years in financial services; strong communication and relationship skills are essential.