Private Wealth Management Wealth Advisor

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

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
• Acquires new clients and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
• Provides guidance and solutions for the development and on-going maintenance of client needs, while continuing to develop relationship management and product knowledge skills
• Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
• Manages multiple tasks and deadlines including proper Know Your Customer (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

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
• Three (3) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Skills and Competencies

• Anticipates client needs and is proactively provides solutions
• Developing effective and proven sales experience
• Proficient relationship management, business development and presentation skills
• Proficient sales, negotiation, problem solving, and interpersonal skills
• Strong initiative to be proactive and follow through on client requests
• 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:

$76,211.85 USD

Median:

$116,061.50 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.

• 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

Montgomery Monroe Street Main

Location:

Montgomery, Alabama

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.