Private Wealth Management Wealth Advisor

Thank you for your interest in a career at Regions. At 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. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. 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. ## 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. **Primary Responsibilities** - 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 expand 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 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 utilizing all the tools are resources available to continuously enhance their skill set and improve their 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 [https://fedregistry.nationwidelicensingsystem.org](https://fedregistry.nationwidelicensingsystem.org/) for more information. **Requirements** - 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 **Skills and Competencies** - Ability to independently manage large client relationships - Anticipates client needs and is 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 *This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.* **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as…