Private Wealth Advisor: Grow High‑Net‑Worth Portfolios

Regions Bank; Olive Branch (MS); On-site; USD 109,000 - 190,000; 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

Associate Volunteer Program

Job summary

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments, using unbiased advisory approaches and solid financial planning concepts. The role involves collaborating with partners to offer a broad range of wealth products and services.

Responsibilities include acquiring new clients, expanding services, managing KYC and risk, and meeting revenue growth targets while ensuring compliant,

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.

Responsibilities

• Collaborates with internal partners to provide wealth products and services including financial planning and asset management.
• Identifies relationship growth and asset retention opportunities.
• Acquires new clients and expands services to meet revenue growth and retention goals.
• Provides guidance for development and maintenance of client needs.
• Manages KYC guidelines, call reporting, and risk/compliance for the book of business.

Skills

Client relationship management

Sales experience

Communication skills

Problem solving

Time management

Education

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

Tools

NMLS (licensing)

Job description

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments, using unbiased advisory approaches and solid financial planning concepts. The role involves collaborating with partners to offer a broad range of wealth products and services.

Responsibilities include acquiring new clients, expanding services, managing KYC and risk, and meeting revenue growth targets while ensuring compliant,