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Private Wealth Management Advisor

2 months ago

De Leon Springs, Florida, United States Regions Bank Full time
About the Role

We are seeking a highly skilled and experienced Private Wealth Management Advisor to join our team at Regions Bank. As a key member of our wealth management team, you will be responsible for developing and maintaining a portfolio of client relationships within the defined affluent and high net worth market segments.

Key Responsibilities
  • Collaborate 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.
  • Serve as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities.
  • Consistently acquire more complex client relationships and expand services to existing clients to meet revenue growth, profitability, and retention goals.
  • Provide guidance and solutions for the development and ongoing maintenance of more complex client needs using technical expertise.
  • Perform 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.
  • Ability to independently manage the largest client relationships.
  • Manage multiple tasks and help the team reach 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 and resources available to continuously enhance their skill set and improve their performance.
  • Acts as a resource to associates with less experience.
Requirements
  • Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment, or wealth management.
  • Or High School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial or consumer banking, trust investment, or wealth management.
Skills and Competencies
  • Advanced relationship management, business development, and presentation skills.
  • Advanced 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.
Compensation and Benefits

Pay ranges are job-specific and are provided as a point-of-market reference for compensation decisions. Other factors that directly impact pay for individual associates include experience, skills, knowledge, contribution, job location, and 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: $124,826.52 USD

Median: $172,798.50 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.

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 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. To learn more about Regions' benefits, please click or copy the link below to your browser.