We have other current jobs related to this field that you can find below

  • Private Wealth Management Associate Wealth Advisor

    2 weeks ago

    Nashville, Tennessee, United States Regions Full time

    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,...

  • Private Wealth Management Associate Wealth Advisor

    4 weeks ago

    Nashville, Tennessee, United States Regions Bank Full time

    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,...

  • Wealth Advisor Technology Manager

    6 days ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Team Collaboration:The Advisor Technology division oversees a suite of tools aimed at enhancing advisor productivity, including platforms like Salesforce, iAdvisor, Calendly, and Slack. Utilizing Agile practices, the Advisor Enablement Product Manager directs a team that includes a Salesforce Product Owner and a Technology Adoption Specialist, working...

  • Wealth Advisor Technology Manager

    6 days ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Collaborative Team Environment:The Advisor Technology division oversees a suite of applications aimed at enhancing advisor productivity, including tools like Salesforce, iAdvisor, Calendly, and Slack. Utilizing Agile practices, the Advisor Enablement Product Manager guides a team that includes a Salesforce Product Owner and a Technology Adoption Specialist,...

  • Mortgage Lending Specialist

    5 days ago

    Nashville, Tennessee, United States Lee Wealth Group Mortgage Full time

    Are you an accomplished professional with a strong history of developing financing solutions for clients? Do you have a passion for helping individuals secure their ideal properties? If this resonates with you, we invite you to explore a career opportunity with us at Lee Wealth Group Mortgage. Our dedicated team of lending experts is in search of a...

  • Wealth Management Trust Consultant

    6 days ago

    Nashville, Tennessee, United States Regions Bank Full time

    Thank you for considering a career with Regions Bank.At Regions, we recognize that our associates deserve more than just a job; they deserve a career filled with opportunities for growth and success.If you are results-oriented, committed to excellence, and possess a strong drive to achieve, we invite you to explore a career with us.Regions is committed to...

  • Wealth Management Consultant

    5 days ago

    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Position OverviewCompensation Structure: Base Salary + Commission. Potential earnings can reach up to $200,000+ with unlimited income opportunities.Work Environment: This role requires onsite presence in Nashville, TN.Working Hours: Standard business hours from Monday to Friday, with flexibility for evening seminars or client meetings.Employment Type:...

  • Loan Operations Specialist

    6 hours ago

    Nashville, Tennessee, United States The Ladders Full time

    About Us: As a prominent global investment management organization, The Ladders values diverse perspectives and champions innovation to assist our clients in navigating the complexities of capital markets. Through exceptional research and a wide array of investment services, we cater to institutions, individuals, and private wealth clients across major...

  • Client Engagement Specialist

    5 days ago

    Nashville, Tennessee, United States Wealth Access Full time

    Job OverviewPosition Title: Client Success RepresentativeReports to: Director of Product and DeliveryStatus: Full-time, Exempt Position Summary:The Client Success Representative plays a pivotal role in delivering exceptional service to ensure client satisfaction. This individual will work collaboratively with various teams within the organization to...

  • Loan Operations Specialist

    5 days ago

    Nashville, Tennessee, United States The Ladders Full time

    About Us: As a prominent global investment management organization, The Ladders champions diverse viewpoints and embraces creativity to assist our clients in navigating the complexities of capital markets. Through exceptional research and varied investment services, we cater to institutions, individuals, and private wealth clients across major markets...

  • Financial Growth Advisor

    5 days ago

    Nashville, Tennessee, United States Sequoia Financial Group LLC Full time

    Position OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values, which include:Collaboration: We prioritize teamwork to uplift our clients...

  • Financial Growth Advisor

    6 hours ago

    Nashville, Tennessee, United States Sequoia Financial Group LLC Full time

    Job OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) located in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services. Our mission is clear: to enhance the lives of our clients through our core values, which guide our actions and decisions.Core ValuesCollaboration: We...

  • Financial Growth Advisor

    9 hours ago

    Nashville, Tennessee, United States Sequoia Financial Group LLC Full time

    Job OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) located in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services. Our mission is to enhance lives through our core values, which guide our actions and decisions:Collaboration: We prioritize teamwork to uplift our clients and...

  • M&A Legal Advisor

    5 days ago

    Nashville, Tennessee, United States UBS Full time

    Position OverviewWe are seeking an experienced M&A and Advisory Transactions attorney to: Collaborate with the investment banking team and external legal advisors to deliver comprehensive support on both standard and unique advisory transactions across the U.S., Canada, and Latin America, including cross-border dealings with other global regions. Serve as a...

  • Account Executive, Private Equity

    3 months ago

    Nashville, Tennessee, United States CoreTrust Full time

    At CoreTrust, our mission is to redefine procurement by maximizing value through an efficient on-demand marketplace and community. We envision a prosperous world connected by seamless digital trade and we value building connections, acting nimbly, pioneering exploration, demonstrating fortitude, and driving impact. To support our rapid growth, we're seeking...

  • Legal Advisor for Alternative Investments

    5 days ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Team Collaboration:The Legal and Compliance Division plays a crucial role in ensuring adherence to all legal and regulatory standards applicable to AllianceBernstein, safeguarding the organization from potential regulatory and reputational risks worldwide, while enhancing the firm's compliance culture. This is achieved through a collaborative approach with...

  • Assistant Vice President of Lending Operations

    6 days ago

    Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time

    Position OverviewARE YOU A GOOD FIT FOR OUR TEAM?Are you seeking a role that combines enjoyment with professional growth? At Cornerstone Financial Credit Union, we pride ourselves on fostering a positive and collaborative work environment. Our team members appreciate the camaraderie, continuous learning opportunities, and the chance to make a difference in...

  • Loan Operations Specialist

    5 days ago

    Nashville, Tennessee, United States The Ladders Full time

    About Us: As a prominent global investment management firm, The Ladders values diverse perspectives and embraces innovation to assist our clients in navigating the complexities of capital markets. Through high-quality research and a wide range of investment services, we cater to institutions, individuals, and private wealth clients across major markets...

  • Senior Vice President of Strategic Partnerships

    6 days ago

    Nashville, Tennessee, United States Wealth Access Full time

    About Wealth AccessWealth Access is a rapidly expanding enterprise platform focused on customer data insights. Our mission is to transform how financial institutions engage with their clientele by providing data-driven insights that enhance personalized digital banking and wealth management experiences.Position OverviewWe are seeking a dynamic and...

  • Legal Advisor for Venture Capital Investments

    6 days ago

    Nashville, Tennessee, United States augmentjobs Full time

    Job OverviewPosition Summary:The Legal Advisor for Venture Capital Investments will play a crucial role in delivering extensive legal guidance for the organization's investment endeavors. This position encompasses advising on a diverse array of legal issues associated with venture capital dealings, such as investment structuring, adherence to regulations,...

Private Wealth Management Private Lending Advisor

2 months ago

Nashville, Tennessee, United States Regions Full time

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, the Private Wealth Management Private Lending Advisor serves as an expert on credit, banking and business transition services, providing flexibility for the most complex client's banking and credit needs.

Primary Responsibilities

  • Develops creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters both within Wealth Management and through other areas of the bank
  • Originates credit and deposit leads from existing clients and prospects and participates in new marketing initiatives
  • Acts as local expert for business solutions for wealth management teams, bringing appropriate lending and capital raising to the wealth management teams
  • Serves as primary contact on credit portfolio and/or key/complex borrowing relationships
  • Demonstrates credit/risk management discipline
  • May be a subject matter expert for advisors with lesser experience
  • Works under direct supervision to support smaller and/or less complex issues, clients, accounts, projects, analyses, or internal relationships

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 and ten (10) years of commercial banking/wealth management experience
  • High School Diploma or GED and twelve (12) years of commercial banking/wealth management experience

Skills and Competencies

  • Ability to interpret and present complex topics in a concise and effective manner
  • Ability to manage multiple goals and deadlines
  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence
  • Excellent oral, written and organizational skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Proficient presentation and sales skills
  • Strong analytical and problem-solving skills, including attention to detail

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:

50th Percentile:

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.Location:Nashville, Tennessee

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.