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.

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 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
• Utilizes all tools and resources available to continuously enhance skill set and improve performance
• This role will include regular travel throughout the state and the Mississippi Delta market to support client relationship management, business development, and partner engagement activities

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).

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

• 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
• Prior commercial banking experience is beneficial and supports the delivery of integrated wealth and banking solutions for affluent and high net worth clients
• Knowledge of lending products and credit solutions is a plus

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Pay

• Minimum Job Range Target: $103,277.30 USD
• Median: $140,652.00 USD

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

• 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

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

Schedule

Full time

Location: Oxford, Mississippi