Private Wealth Management Wealth Advisor - Trilingual; Portuguese, Spanish, English

Overview

Be among the first 25 applicants

Thank you for your interest in a career ions believes associates deserve more than a job and offers opportunities for performance-driven individuals to build a career with opportunities to grow. If you are results-focused, committed to quality, integrity, and driving success, Regions may be the employer for you.

Regions is dedicated to safeguarding private and personally identifiable information. The information you submit will be collected and reviewed by Regions associates, consultants, and vendors to evaluate your qualifications and experience for job opportunities and will not be used for marketing, sold, or shared outside Regions unless required by law. Information will be stored in accordance with regulatory requirements and Regions’ retention schedule for a minimum of three years.

You may review, modify, or update your information by logging into the careers section of the system.

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

• Collaborate with internal business partners to provide wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management, consumer and mortgage credit, and general banking services.
• Partner with internal teams to identify relationship growth and asset retention opportunities.
• Acquire new clients and expand services to existing clients to meet revenue growth, profitability, and retention goals.
• Provide guidance for development and ongoing maintenance of client needs while developing relationship management and product knowledge skills.
• Conduct ongoing discovery to assess a client's financial situation and manage all pre-call and post-call meetings; manage Know Your Customer (KYC) guidelines, call reporting, book of business, risk and compliance needs, and utilize tools to enhance performance.

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. It is incentive eligible. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required. See (Use the "Apply for this Job" box below). for more information.

• Bachelor’s degree in business, finance, economics, accounting or related field
• Three (3) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
• Trilingual (Portuguese, Spanish, English)

• Anticipates client needs and proactively provides solutions
• Proven sales experience and relationship management skills
• Strong presentation, negotiation, problem-solving, and interpersonal skills
• Strong initiative and follow-through on client requests
• Strong verbal and written communication skills
• Will service a book of mostly international clients
• Demonstrates high level of client service, resourcefulness and team collaboration

Note:

This position may be filled at a higher level depending on qualifications and experience.

Full time

Pay ranges are provided as a market reference. Factors affecting pay include experience, skills, knowledge, contributions, location, and performance. The target, median, and incentive details are provided below as a guide and may vary by individual.

• Job Range Target: $71,443.35 USD
• Median: $ USD
• Incentive Pay Plans:
  Eligible to participate in a formulaic incentive plan based on performance against defined metrics and goals

Regions offers a flexible and comprehensive benefits package. This is a summary; plan terms and conditions apply. Benefits include:

• Paid vacation/sick time
• 401(k) with company match
• Medical, dental, and vision
• Disability benefits
• Health Savings Account
• Flexible Spending Account
• Life insurance
• Parental leave
• Employee Assistance Program
• Associate Volunteer Program

Note:

Benefits and plans may change. To learn more, visit Regions’ benefits page.

Orlando Main, 111 North Orange Avenue, Orlando, Florida

Equal Opportunity Employer, including Disabled/Veterans. Job applications are accepted electronically for a minimum of five business days from posting. Higher-volume positions may remain active longer due to business need and may be closed at any time at the company’s discretion.

Location:

Orlando, FL