Private Wealth Advisor: Growth, Planning & Client Success

Regions Financial Corporation; Montgomery (AL); On-site; USD 69,000 - 84,000; 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 Financial Corporation in Montgomery, Alabama seeks a Private Wealth Management Advisor to build and maintain a portfolio within affluent and high net worth client segments using unbiased, consultative advisory approaches and solid personal financial planning.

The role involves collaborating with partners to deliver wealth products, acquiring new clients, managing risk and compliance, and offering ongoing, proactive client service to help clients meet their financial goals.

Qualifications

• 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.

Responsibilities

• Collaborates with internal partners to provide a broad range of 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 existing clients to meet revenue growth, profitability and retention goals.
• Provides guidance and solutions for development and ongoing maintenance of client needs, while developing relationship management and product knowledge.
• Performs discovery to assess a client's financial situation and manages all pre-call and post-call meetings for every call.
• Manages KYC guidelines, call reporting, book of business, and risk/compliance for the book of business.

Skills

Client needs analysis

Sales experience

Relationship management

Negotiation skills

Interpersonal skills

Written communication

Education

Bachelor's degree

Job description

Regions Financial Corporation in Montgomery, Alabama seeks a Private Wealth Management Advisor to build and maintain a portfolio within affluent and high net worth client segments using unbiased, consultative advisory approaches and solid personal financial planning.

The role involves collaborating with partners to deliver wealth products, acquiring new clients, managing risk and compliance, and offering ongoing, proactive client service to help clients meet their financial goals.