Private Wealth Management Wealth Advisor
About the role
Regions is dedicated to providing a place where associates can build a career, focusing on results, dedication, strength, and integrity. This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. It is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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 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, 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 and maintenance, and manages all elements of risk and compliance needs for the book of business.
- Utilizes all the tools and resources available to continuously enhance their skill set and improve their performance.
- Acts as a resource to associates with less experience.
Requirements
- 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.
Skills And Competencies
- 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 is proactively provides solutions.
- Excellent verbal and written communication skills.
- Possess effective and proven sales experience.
- Strong initiative to be proactive and follow through on client requests.
Pay and Benefits
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Minimum Job Range Target: $115,840.89 USD Median $164,889.00 USD Incentive Pay Plans 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. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Benefits include 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.
Location Details
Shreveport - Tower Location: Shreveport, Louisiana
Equal Opportunity Employer
Regions is an equal opportunity employer including disabled/veterans.