Wealth Advisor

2 months ago

Panama City, United States Cetera Investment Services LLC Full time

We are looking for a motivated individual to fill the role of a Wealth Advisor for Regions Wealth Management located at Regions Panama City, FL.


Job Description:

At 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 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
  • Consistently acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals
  • 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 & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
  • Ability to independently manage large client relationships
  • Manages multiple tasks and deadlines including proper 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 and five (5) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
  • Or nine (9) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management

Skills and Competencies

  • 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
  • Anticipates client needs and is proactively provides solutions

A network of established and trusted relationships throughout the Central FL area, specifically Orlando, combined with first-hand market knowledge is preferred.

Successful bankers will be proficient in English, Spanish and Portuguese.

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

Position Type

Full time Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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 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.


Who is Cetera?

Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:

· A clear transition plan and timeline so you know what to expect, and when

· Our orientation course to give you an overview of all the tools and services available to you

· Assistance with account transfers and paperwork, and frequent updates on their status

· Help with communications to your current clients about your transition

· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform

· New business cards, stationery, and email address

· An introduction to our vast marketing resources, so you can start using them with current and prospective clients


If you are interested in this position, please attach a copy of your resume with your application.

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