Private Wealth Management Wealth Advisor

Private Wealth Management AdvisorAt Regions, 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.Primary ResponsibilitiesCollaborates 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 servicesServes as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunitiesAcquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistentlyProvides guidance and solutions for the development and on-going maintenance of client needsPerforms 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 callManages 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 performanceThis 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 https://fedregistry.nationwidelicensingsystem.org for more information.RequirementsBachelor's degree in business, finance, economics, accounting or related fieldFive (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or relatedSkills and CompetenciesAbility to independently manage large client relationshipsAnticipates client needs and is proactively provides solutionsEffective relationship management, business development and presentation skillsEffective sales, negotiation, problem solving, and interpersonal skillsExcellent verbal and written communication skillsPossess effective and proven sales experienceStrong initiative to be proactive and follow through on client requestsFull timeCompensation DetailsPay 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.Job Range Target:Minimum: $98,006.70 USDMedian: $133,470.00 USDIncentive 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.Benefits Information:Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.Location DetailsLocation:Naples, FloridaEqual Opportunity Employer/including Disabled/Veterans