Private Wealth Management Associate Wealth Advisor

Regions Financial Corporation; Saint Petersburg (FL); On-site; USD 67,000 - 86,000; 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 St. Petersburg, FL, seeks an Associate Wealth Advisor in Private Wealth Management.

Under mentorship, you’ll build foundational skills to advance toward an advisor role, focusing on growing legacy banking and IM&T relationships within your assigned book of business. You’ll support senior Wealth Advisors, establish new client relationships, and collaborate with internal partners to identify growth opportunities.

Qualifications

• Bachelor's degree in business, finance, economics, accounting or related field.
• One year of line delivery banking experience in lending, trust investment, wealth management, or related.
• Strong communication and interpersonal skills.

Responsibilities

• Serves as relationship management point of contact under guidance of senior Wealth Advisors.
• Establishes new client relationships and provides advisory services.
• Partners with internal teams to identify growth and asset retention opportunities.
• Performs initial client interviews in absence of Wealth Advisor.
• Communicates proactively with clients and follows up on advice.
• Executes client transaction requests and implements advice.
• Conducts Annual Relationship Reviews.
• Performs perpetual discovery to retain and grow client relationships.
• Articulates the Private Wealth Management mission and vision.

Skills

Sales

Negotiation

Presentation

Problem solving

Communication

Education

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

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Private Wealth Management Associate Wealth Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business. This position is designed to prepare the incumbent for the complexity of the traditional Wealth Advisor role.

Primary Responsibilities

• Serves as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients
• Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships
• Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
• Conducts the initial client interview process in the absence of the client's Wealth Advisor
• Communicates proactively with clients and follows up on advice delivery
• Executes client transaction requests, such as implementing advice recommendations
• Conducts Annual Relationship Reviews for clients
• Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
• Communicates and delivers the Private Wealth Management mission and vision statement

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• Bachelor’s degree in business, finance, economics, accounting or related field
• One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related

Skills and Competencies

• Proficient sales, negotiation, presentation and problem-solving skills
• Strong verbal and written communication skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$66,665.50 USD

Median:

$86,310.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Downtown St. Pete

Location:

St. Petersburg, Florida

Equal Opportunity Employer/including Disabled/Veterans