Private Wealth Management Wealth Advisor

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.

About the role

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. 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 and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

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 expands services to existing clients to meet revenue growth, profitability, and retention goals consistently
• Provides guidance and solutions for the development and ongoing 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
• Utilizes all available tools and resources to continuously enhance skill set and improve performance

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 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

Pay

Pay ranges are job-specific and provided as a point-of-market reference for compensation decisions. 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: $109,014.92 USD
• Median: $148,466.00 USD

This role is eligible to participate in a formulaic incentive plan, with potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long-Term Incentive Plan.

Benefits

Regions offers a flexible, comprehensive benefits package for informational purposes. Listed below is a synopsis of benefits offered:

• Paid vacation and 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Schedule

This is a full-time position.

Location: Miramar Beach, Florida