Private Wealth Management Wealth Advisor - CPWA, CFP, CFA

Thank you for your interest in a career  Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

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 the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
• Manages the most sophisticated client relationships
• Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
• 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 helps the team reach 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 for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
• Acts as a resource to associates with less experience
• May supervise other associates

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to (Use the "Apply for this Job" box below). for more information.

• Bachelor’s degree in business, finance, economics, accounting or related field
• Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

• Anticipates client needs and is proactively provides solutions
• Consistently a top performer
• Excellent verbal and written communication skills
• Expert relationship management, business development and presentation skills
• Expert sales, negotiation, problem solving, and interpersonal 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 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.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Minimum:

$ USD

Median:

$ USD

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.

• 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…