Private Wealth Management Wealth Advisor

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

Job summary

Join a leading bank as a Private Wealth Management Wealth Advisor in Jacksonville, FL. This role involves developing client relationships, providing financial planning, and collaborating with partners to offer a range of wealth services. Ideal candidates will have extensive experience in financial services and strong relationship management skills. Enjoy a competitive salary and a flexible 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 in financial services or 11 years with a diploma.
• Experience in commercial or consumer banking, trust investment, or wealth management.

Responsibilities

• Develops and maintains a portfolio of client relationships.
• Collaborates with partners for wealth products and services.
• Manages complex client relationships.

Skills

Advanced relationship management

Business development

Presentation skills

Sales

Negotiation

Problem solving

Interpersonal skills

Verbal communication

Written communication

Proactivity

Education

Bachelor's degree

High School Diploma or GED

Job description

Join to apply for the Private Wealth Management Wealth Advisor role at Regions Bank

5 days ago Be among the first 25 applicants

Join to apply for the Private Wealth Management Wealth Advisor role at Regions Bank

Get AI-powered advice on this job and more exclusive features.

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 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

• 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
• Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
• Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals
• Provide guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
• Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
• Ability to independently manage the largest client relationships
• Manages multiple tasks and helps the team reach deadlines, including proper KYC guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
• 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.

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 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 financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
  
  

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
• Possess effective and proven sales experience
• Strong initiative to be proactive and follow through on client requests
• Anticipates client needs and is proactively provides solutions
  
  

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

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.

Minimum

Job Range Target:

$106,820.01 USD

Median

$152,046.00 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.Opportunity to participate in the Long Term Incentive Plan.

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/welcometour/benefits.rf

Location Details

Jacksonville FL Main

Location:

Jacksonville, Florida

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Regions Bank by 2x

Sign in to set job alerts for “Wealth Management Advisor” roles.

Personal Financial Counselor; Jacksonville, FL

College Financial Representative, Internship Program

College Financial Representative, Internship Program

Financial Representative- Licensing and Training Provided!

Jacksonville, FL $70,000.00-$250,000.00 6 days ago

Personal Financial Counselor; Jacksonville, FL

Jacksonville, FL $50,000.00-$125,000.00 4 days ago

Merrill Financial Solutions Advisor - North Florida Market

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.