Wealth Advisor -Montgomery, AL

Job Description

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.

• Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
• Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
• Acquires new clients and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
• Provides guidance and solutions for the development and ongoing 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 multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs while utilizing all available tools and resources to continuously enhance performance

• Bachelor’s degree in business, finance, economics, accounting or a related field
• Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related areas
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

• Ability to independently manage large client relationships
• Anticipates client needs and proactively provides solutions
• Effective relationship management, business development, and presentation skills
• Effective sales, negotiation, problem‑solving, and interpersonal skills
• Excellent verbal and written communication skills
• Possess effective and proven sales experience
• Strong initiative to be proactive and follow through on client requests

Full time

Pay ranges are job‑specific and are provided as a point‑of‑market reference for compensation decisions. Other factors that 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 individual, pay will also vary among individual associates within the same job.

Target information is based on the Metropolitan Statistical Area Market Range for the position’s location and level.

Minimum: $ USD
Median: $ USD

This position is incentive eligible and may participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals, and may also participate in the Long Term Incentive Plan.

• 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

For more information on benefits, visit

Centre, Alabama

Regions is an Equal Opportunity Employer/including Disabled/Veterans