Private Wealth Strategist - JD​/CPA at Regions Bank Birmingham, AL

Private Wealth Strategist - JD/CPA

Birmingham, Alabama

At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra‑high net worth Private Wealth clients and prospects an in-depth strategic analysis to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the PWM's wealth management team.

• Provide an independent, strategy‑based planning approach to Regions Private Wealth Management clients and prospects.
• Leverage advanced technical expertise regarding wealth planning issues to provide specific recommendations. Wealth planning issues include estate and trust planning, taxation (including income, gift and estate), business continuation and transition, mergers & acquisitions (M&A), risk management, asset protection, and situs considerations.
• Provide traditional wealth planning expertise needed to assess balance sheet considerations, cash flow, retirement, and financial objectives to target investment strategies.
• Serve as a wealth planning expert, partnering with Regions Private Wealth Management teams to support their high and ultra‑high net worth clients and those that possess a higher degree of complexity.
• Provide wealth‑focused strategic training to partners that include Wealth Advisors, Trust Advisors, Lending Advisors, Portfolio Managers, and Commercial and Corporate Banking Relationship leaders and their teams.
• Actively participate in wealth planning's thought leadership initiative both internally and externally, including leading, composing, and presenting thought leadership ideas to internal partners, centers of influence (COIs), and clients and prospects at external events locally and nationally.

• Bachelor's degree.
• Eight (8) years of Wealth Strategist/Financial Planning experience.

• Doctor of Jurisprudence degree (J.D.).
• Certified Financial Planner (CFP).
• Master’s of Law (LL.M.).

• Excellent problem‑solving and interpersonal skills.
• Excellent verbal and written communication skills.
• JD and/or CPA highly preferred.

Full time

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.

Job Range Target:

• Minimum: $ USD
• Median: $ 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. Opportunity to participate in the Long Term Incentive Plan.

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits‑eligible associates. Synopsis of benefits includes:

• 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

Regions Center – Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans.

Job applications 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.