Private Wealth Advisor — Grow High-Net-Worth Portfolios

Regions Bank; Mount Olive (MS); On-site; USD 98,000 - 120,000; 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

Volunteer Program

Job summary

Regions is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships in affluent market segments. You will utilize unbiased advisory approaches and solid financial planning concepts to serve high-net-worth clients.

You will collaborate with internal partners to deliver a broad range of wealth products, expand services to existing clients, and ensure compliance while driving revenue growth. 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 wealth management or banking.
• Ability to manage large client relationships and provide proactive solutions.

Responsibilities

• Collaborates with internal partners to provide wealth products and services.
• Identifies growth and retention opportunities for client portfolios.
• Works to acquire new clients and expand services to existing ones.
• Provides guidance for ongoing client needs and financial planning.
• Manages KYC, risk, and compliance while growing the book of business.
• Maintains timely client communications and meeting follow-ups.

Skills

Client relationship management

Relationship development

Communication skills

Sales experience

Problem solving

Interpersonal skills

Proactive client service

Education

Bachelor's degree

Job description

Regions is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships in affluent market segments. You will utilize unbiased advisory approaches and solid financial planning concepts to serve high-net-worth clients.

You will collaborate with internal partners to deliver a broad range of wealth products, expand services to existing clients, and ensure compliance while driving revenue growth. Strong communication and relationship skills are essential.