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Private Wealth Management Wealth Advisor

$109.01k

Regions Financial Corporation

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. At Regions,thePrivateWealth 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 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. Compensation Details 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, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. 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. Job Range Target Minimum $109,014.92 USD 50th Percentile $148,466.00 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. Location Memphis, Tennessee Equal Opportunity Employer/including Disabled/Veterans #J-18808-Ljbffr Regions Financial Corporation

Vacancy posted 2 days ago
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