Private Wealth Advisor — Incentive Eligible & Growth-Driven

Regions Bank; Montgomery (AL); On-site; USD 69,000 - 84,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Job summary

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships in affluent market segments. You will offer comprehensive wealth management solutions, including financial planning, asset management, and related services, while partnering with internal teams to identify growth opportunities.

The role emphasizes advisory approaches, ongoing relationship management, and adherence to regulatory standards in a private wealth context.

Qualifications

• Demonstrated ability to manage client relationships and grow revenue.
• Strong communication and presentation skills.
• Knowledge of financial planning and wealth management concepts.

Responsibilities

• 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 meetings for each call.
• Maintains KYC guidelines, call reporting, and risk/compliance needs.

Skills

Relationship management

Sales experience

Communication

Financial acumen

Education

Bachelor’s degree

Job description

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships in affluent market segments. You will offer comprehensive wealth management solutions, including financial planning, asset management, and related services, while partnering with internal teams to identify growth opportunities.

The role emphasizes advisory approaches, ongoing relationship management, and adherence to regulatory standards in a private wealth context.