Senior Wealth Advisor — High-Net-Worth Growth

Regions Bank; Memphis (TN); On-site; USD 109,000 - 148,000; 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

Life Insurance

Parental Leave

Employee Assistance Program

Volunteer Program

Job summary

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments, using consultative advisory approaches and solid financial planning concepts.

The role collaborates with partners to deliver wealth products, client retention, and revenue growth while ensuring adherence to KYC and risk requirements, with eligibility for incentive plans.

Qualifications

• Requires a Bachelor's degree in a related field.
• Five years of financial services industry experience in banking, trust investment, wealth management, or related areas.

Responsibilities

• Collaborates with internal partners to provide wealth products and services including financial planning, asset management, personal trust and estate planning, and insurance.
• Acquires new clients and expands services to meet revenue growth, profitability, and retention goals.
• Provides guidance for ongoing client needs and relationship growth while managing KYC, risk, and regulatory compliance.

Skills

Client relationship management

Prospecting & cross-selling

Financial advisory

Communication skills

Sales and negotiation

Problem solving

Time management

Education

Bachelor's degree in business/finance/economics/accounting or related field

Job description

Regions Bank is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments, using consultative advisory approaches and solid financial planning concepts.

The role collaborates with partners to deliver wealth products, client retention, and revenue growth while ensuring adherence to KYC and risk requirements, with eligibility for incentive plans.