Wealth Advisor -Montgomery, AL

About the role

The Private Wealth Management Advisor at Regions is responsible for developing and maintaining a portfolio of client relationships within the defined affluent and high net worth market segments. This role 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.

Responsibilities

• 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 the tools and resources available to continuously enhance their skill set and improve their 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 provides solutions proactively.
• 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 and Benefits

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. Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and performance in the job role. 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, and associate volunteer program.