Private Wealth Management Wealth Advisor

Join to apply for the Private Wealth Management Wealth Advisor - CPWA, CFP, CFA role at Regions BankThank 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.Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.Job DescriptionAt 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 the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistentlyManages the most sophisticated client relationshipsActs as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertisePerforms 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 helps the team reach 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 performanceActs as a resource to associates with less experienceMay supervise other associatesRequirementsBachelor’s degree in business, finance, economics, accounting or related fieldTwelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or relatedSkills And CompetenciesAnticipates client needs and is proactively provides solutionsConsistently a top performerExcellent verbal and written communication skillsExpert relationship management, business development and presentation skillsExpert sales, negotiation, problem solving, and interpersonal skillsPossess effective and proven sales experienceStrong initiative to be proactive and follow through on client requestsPosition TypeFull 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.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.Minimum: $138,937.26 USDMedian: $214,977.00 USDBenefits InformationPaid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramLocation DetailsPonce De LeonLocation: Coral Gables, FloridaEqual Opportunity Employer/including Disabled/Veterans #J-18808-Ljbffr