Wealth Advisor for HNW Growth & Relationships

Regions Bank; Oxford (AL); On-site; USD 103,000 - 141,000; 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

Job summary

Regions Bank in Oxford, Mississippi seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent market segments, using advisory approaches and sound financial planning.

You will collaborate with internal partners to offer wealth products and services, identify growth opportunities, and drive revenue while maintaining compliance and client satisfaction. Travel across the state and Delta region is expected.

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related.

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 growth and retention goals.
• Provides guidance for development and maintenance of client needs.
• 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 Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and risk/compliance needs.

Skills

Relationship management

Sales experience

Verbal and written communication

Negotiation

Problem solving

Interpersonal skills

Proactive

Travel willingness

Education

Bachelor’s degree

Job description

Regions Bank in Oxford, Mississippi seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent market segments, using advisory approaches and sound financial planning.

You will collaborate with internal partners to offer wealth products and services, identify growth opportunities, and drive revenue while maintaining compliance and client satisfaction. Travel across the state and Delta region is expected.