Wealth Advisor in Training

Regions Financial Corporation; Saint Petersburg (FL); On-site; USD 67,000 - 86,000; 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 in St. Petersburg, FL, seeks an Associate Wealth Advisor in Private Wealth Management.

Under mentorship, you’ll build foundational skills to advance toward an advisor role, focusing on growing legacy banking and IM&T relationships within your assigned book of business. You’ll support senior Wealth Advisors, establish new client relationships, and collaborate with internal partners to identify growth opportunities.

Qualifications

• Bachelor's degree in business, finance, economics, accounting or related field.
• One year of line delivery banking experience in lending, trust investment, wealth management, or related.
• Strong communication and interpersonal skills.

Responsibilities

• Serves as relationship management point of contact under guidance of senior Wealth Advisors.
• Establishes new client relationships and provides advisory services.
• Partners with internal teams to identify growth and asset retention opportunities.
• Performs initial client interviews in absence of Wealth Advisor.
• Communicates proactively with clients and follows up on advice.
• Executes client transaction requests and implements advice.
• Conducts Annual Relationship Reviews.
• Performs perpetual discovery to retain and grow client relationships.
• Articulates the Private Wealth Management mission and vision.

Skills

Sales

Negotiation

Presentation

Problem solving

Communication

Education

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

Job description

Regions Financial Corporation in St. Petersburg, FL, seeks an Associate Wealth Advisor in Private Wealth Management.

Under mentorship, you’ll build foundational skills to advance toward an advisor role, focusing on growing legacy banking and IM&T relationships within your assigned book of business. You’ll support senior Wealth Advisors, establish new client relationships, and collaborate with internal partners to identify growth opportunities.