Private Wealth Management Wealth Advisor

Private Wealth Management Wealth Advisor

Join to apply for the Private Wealth Management Wealth Advisor role at Regions Bank.

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 more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently.
• Provides guidance and solutions for the development and on‑going maintenance of more complex client needs using technical expertise.
• Performs perpetual discovery, assessing a client’s financial situation to retain and grow the client relationship, and 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, risk and compliance needs, and utilizes all available tools and resources to continuously enhance performance.
• Acts as a resource to associates with less experience.

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related field.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

• Ability to independently manage the largest client relationships.
• Advanced relationship management, business development and presentation skills.
• Advanced sales, negotiation, problem‑solving and interpersonal skills.
• Anticipates client needs and proactively provides solutions.
• Excellent verbal and written communication skills.
• Proven sales experience.
• Strong initiative to be proactive and follow through on client requests.

Full time

Pay ranges are job specific and vary by experience, skills, knowledge, contribution, location and performance. The target information is based on the Metropolitan Statistical Area Market Range for the position’s location and level.
Minimum: $ USD
Median: $ USD
This role is eligible to participate in a formulaic incentive plan and the Long Term Incentive Plan.

• Paid Vacation/Sick Time
• 401(k) 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

Music Row – Nashville, Tennessee

Regions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to disability or veteran status.