Wealth Advisor for HNW Clients | Growth & Planning

Regions Financial Corporation; Indianapolis (IN); On-site; USD 103,000 - 126,000; 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’s Private Wealth Management Advisor develops and maintains a portfolio of client relationships within affluent segments using consultative advisory approaches and sound personal financial planning.

Collaborates with internal partners to offer wealth products, identifies growth opportunities, and expands services to meet revenue and retention goals while ensuring risk and regulatory compliance.

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five years of financial services industry experience in wealth management or related.
• Strong client relationship management experience.

Responsibilities

• Collaborates with internal partners to provide wealth products and services including financial planning and asset management.
• Identifies relationship growth and asset retention opportunities.
• Acquires new clients and expands services to meet revenue growth goals.
• Provides guidance and solutions for client needs over time.
• Performs discovery of a client’s financial situation and manages pre/post-call meetings.
• Manages KYC, call reporting, book of business, and compliance needs.

Skills

Managing large client relationships

Client needs anticipation

Relationship management

Sales skills

Negotiation

Communication skills

Proactive follow-through

Education

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

Tools

CRM software

NMLS registration system

Job description

Regions Financial Corporation’s Private Wealth Management Advisor develops and maintains a portfolio of client relationships within affluent segments using consultative advisory approaches and sound personal financial planning.

Collaborates with internal partners to offer wealth products, identifies growth opportunities, and expands services to meet revenue and retention goals while ensuring risk and regulatory compliance.