Private Wealth Management Wealth Advisor

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 for the book of business, and utilizes all the tools and resources available to continuously enhance skill set and improve performance.

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.
• Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related.

• 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.

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 performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

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.

• 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

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Grand Blvd

Miramar Beach, Florida

Equal Opportunity Employer / including Disabled / Veterans