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Wealth Advisor: Strategic Client & Planning
Job in
Oxford, Lafayette County, Mississippi, 38655, USA
Listed on 2026-08-28
Listing for:
Regions Bank
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Regions Bank in Oxford, Mississippi seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within the defined affluent market segments, using unbiased, consultative advisory approaches and solid financial planning concepts.
The role collaborates with internal partners to deliver wealth products and services, identify growth opportunities, and expand services to meet revenue, profitability and retention goals while ensuring compliance with KYC and
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