Private Wealth Management Wealth Advisor

Regions Bank; Jacksonville (FL); On-site; USD 106,000 - 153,000; Full time

Job summary

A leading financial institution is seeking a Private Wealth Management Advisor in Jacksonville, FL. The role involves developing client relationships in the affluent market, providing tailored financial solutions, and collaborating with internal teams to enhance service offerings. Ideal candidates will have extensive experience in financial services, strong communication skills, and a proactive approach to client management. Join a company that values integrity and offers a comprehensive benefits package.

Benefits

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

Qualifications

• 8 years of financial services experience, preferably in banking or wealth management.
• Strong initiative and proactive approach to client requests.

Responsibilities

• Develops and maintains a portfolio of client relationships.
• Collaborates with internal partners to provide wealth products.
• Manages multiple tasks and helps the team reach deadlines.

Skills

Advanced relationship management

Business development

Presentation skills

Sales

Negotiation

Problem-solving

Interpersonal skills

Verbal communication

Written communication

Initiative

Education

Bachelor's degree

High School Diploma or GED

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 you submit will be collected and reviewed by associates, consultants, and vendors of Regions to evaluate your qualifications and experience for job opportunities. It 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 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 Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.

Primary Responsibilities

1. Collaborates with internal business 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.
2. Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities.
3. Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability, and retention goals.
4. Provides guidance and solutions for the development and ongoing maintenance of more complex client needs using technical expertise.
5. Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, and conducts all pre-call and post-call meetings for every call.
6. Ability to independently manage the largest client relationships.
7. Manages multiple tasks and helps the team reach deadlines, including proper KYC guidelines, call reporting, book of business management, and risk and compliance management, utilizing available tools and resources to enhance skills and performance.
8. Acts as a resource to associates with less experience.

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. It is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). For more information, visit https://fedregistry.nationwidelicensingsystem.org.

Requirements

• Bachelor's degree and eight (8) years of financial services industry experience, preferably in commercial or consumer banking, trust investment, or wealth management.
• Or High School Diploma or GED and eleven (11) years of relevant experience in the same fields.

Skills and Competencies

• Advanced relationship management, business development, and presentation skills.
• Advanced sales, negotiation, problem-solving, and interpersonal skills.
• Excellent verbal and written communication skills.
• Proven sales experience.
• Strong initiative and proactive approach to client requests.
• Ability to anticipate client needs and proactively provide solutions.

This position may be filled at a higher level depending on the candidate’s qualifications and experience.

Position Type

Full-time

Compensation Details

Pay ranges are specific to the job and are used as a market reference for compensation decisions. Factors such as experience, skills, knowledge, contribution, location, and performance influence individual pay. The target range for this role in the specified metro area is:

• Minimum: $106,820.01 USD
• Median: $152,046.00 USD

This role is eligible for a formulaic incentive plan and potential participation in the Long Term Incentive Plan, based on performance metrics.

Benefits

Regions offers a comprehensive and flexible benefits package, including:

• 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

Benefits are subject to change. For more details, visit https://www.regions.com/welcometour/benefits.rf.

Location

Jacksonville, FL - Main

Equal Opportunity Employer including Disabled/Veterans

Job applications are accepted electronically via our career site for at least five business days from the posting date. Higher-volume positions may remain open longer or close sooner at the company's discretion.