Senior Wealth Management Consultant
2 weeks ago
At Regions, we are committed to providing our associates with more than just a job; we offer a pathway to a fulfilling career with ample opportunities for growth.
If you are results-oriented, dedicated to excellence, and possess a strong drive to succeed, we invite you to explore our opportunities.
Regions is committed to safeguarding your private and personally identifiable information. The information you provide will be collected and reviewed by our team to assess your qualifications for potential job opportunities and will be handled in accordance with regulatory requirements.
Position Overview:
As a Senior Wealth Management Consultant at Regions, you will be responsible for developing and nurturing a portfolio of client relationships within the affluent and high-net-worth market segments. This role emphasizes a consultative advisory approach, leveraging sound financial planning and advisory concepts.
Key Responsibilities:- Collaborate with internal teams to deliver a comprehensive suite of wealth management products and services, including financial planning, asset management, personal trust and estate planning, and risk management.
- Act as a strategic partner, identifying opportunities for relationship growth and asset retention.
- Expand your client base by acquiring complex client relationships and enhancing services for existing clients to achieve revenue and retention goals.
- Provide expert guidance in addressing complex client needs and maintaining strong client relationships.
- Conduct thorough assessments of clients' financial situations to foster relationship growth, managing all aspects of client interactions.
- Independently manage high-value client relationships while ensuring compliance with KYC guidelines and risk management protocols.
- Support less experienced associates by sharing knowledge and expertise.
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. Additionally, this role is eligible for incentive compensation.
Qualifications:
- Bachelor's degree and a minimum of eight years of experience in the financial services industry, preferably in wealth management or trust investment.
- Alternatively, a High School Diploma or GED with eleven years of relevant experience.
- Advanced relationship management and business development skills.
- Strong sales, negotiation, and problem-solving abilities.
- Excellent verbal and written communication skills.
- Proactive approach to client needs and solutions.
Position Type: Full-time
Compensation: Competitive pay based on experience, skills, and performance metrics.
Benefits:
Regions offers a flexible and comprehensive benefits package that includes:
- 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 that benefits and plans may be subject to change.
Inclusivity at Regions:
We are dedicated to fostering an inclusive environment that values diversity and promotes equal opportunity for all associates.
We recognize that a diverse workforce enhances our ability to serve our clients and communities effectively.
Equal Opportunity Employer: Regions Bank is an Equal Opportunity Employer, committed to a diverse and inclusive workplace.
-
Senior Geotechnical Consultant
2 weeks ago
Charlotte, North Carolina, United States Liberty Personnel Services, Inc. Full timePosition Overview:Liberty Personnel Services, Inc. is seeking a highly skilled Senior Geotechnical Consultant to join our dynamic team. The successful candidate will possess a Bachelor’s degree in Engineering and bring a wealth of experience, specifically a minimum of 10 years in geotechnical projects, including but not limited to foundations, retaining...
-
Wealth Management Associate | Client Advisory
2 weeks ago
Charlotte, North Carolina, United States FORVIS Full timePosition Overview:FORVIS is on the lookout for a dedicated Wealth Management professional to take on the role of Associate Advisor. This position is pivotal in assisting senior advisors in delivering exceptional service to affluent families within our Private Client practice.Key Responsibilities:Collaborate with a team of wealth management advisors focused...
-
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the well-being of our clients, their families, our colleagues, and the broader community. With over two decades of experience, we have consistently addressed the financial planning needs of our clients through a nationwide network of over 40 locations. Driven by technology and a commitment to equality, we strive to...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firmAbout the Role:We are seeking a dedicated Wealth Management Associate to support our team in delivering exceptional service to high-net-worth clients and business owners. This position involves collaboration with wealth advisors and team members to...
-
Wealth Management Client Relationship Manager
1 month ago
Charlotte, North Carolina, United States TIAA Full timeWealth Client Relationship ManagerClient Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Jobot Full timeJob OverviewExciting opportunity for a Wealth Management Associate with a rapidly expanding national financial advisory firm.About Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we cater to the financial planning needs of our clients...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firmSalary: $80,000 - $120,000 per yearAbout Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have been addressing the...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate at a rapidly expanding national financial services firmAbout the Role:We are seeking a dedicated Associate Advisor to support clients, wealth advisors, and team members in various capacities to cater to a clientele comprising affluent families and business proprietors. In this position, you will gain...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firmThis position is hosted by: JobotCompensation: $80,000 - $120,000 annuallyAbout Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate at a rapidly expanding national financial services firmSalary: $80,000 - $120,000 per yearAbout Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we cater to the financial planning...
-
Wealth Management Associate
1 week ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate at a rapidly expanding national financial services firmThis position is hosted by: JobotCompensation: $80,000 - $120,000 annuallyAbout Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of...
-
Wealth Management Associate Advisor
2 weeks ago
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have established a robust presence across the nation, operating in more than 40 locations. Our commitment to leveraging technology and promoting equality enables us to exceed...
-
Wealth Management Associate Advisor
2 weeks ago
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the broader community. With over two decades of experience, we have been addressing the financial planning needs of our clients across numerous locations. Driven by innovative technology and a commitment to equality, we strive to exceed...
-
Wealth Management Associate Advisor
1 week ago
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have been addressing the financial planning needs of our clients across a growing network of locations. Driven by innovative technology and a commitment to equality, we strive...
-
Private Wealth Services Tax Manager
3 days ago
Charlotte, North Carolina, United States Grant Thornton Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team at Grant Thornton. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth, closely held business, and family...
-
Wealth Management Client Support Specialist
2 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeWealth Management Client Support SpecialistLocation: Charlotte, North CarolinaPosition Overview:Merrill Wealth Management stands as a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions. As one of the largest entities in this sector globally, we specialize in goal-oriented wealth...
-
Wealth Management Client Support Specialist
2 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeWealth Management Client Support SpecialistLocation: Charlotte, North CarolinaPosition Overview:Merrill Wealth Management stands as a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions. As one of the largest entities in this sector globally, we specialize in goal-oriented wealth...
-
Wealth Management Associate
8 hours ago
Charlotte, North Carolina, United States Choreo Full timeAbout ChoreoAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here...
-
Administrative Coordinator
1 day ago
Charlotte, North Carolina, United States TalentBridge Full timeJob SummaryTalentBridge is seeking a highly organized and analytical Administrative Analyst to join our wealth management team. As an Administrative Analyst, you will play a critical role in supporting the smooth operation of our firm, while utilizing your analytical skills to drive process improvement and data management.Key ResponsibilitiesData Management...
-
Administrative Coordinator
9 hours ago
Charlotte, North Carolina, United States TalentBridge Full timeJob SummaryTalentBridge is seeking a highly organized and analytical Administrative Analyst to join our wealth management team. As a key member of our team, you will be responsible for providing critical support behind the scenes, handling complex financial data, client documentation, and operational support.Key ResponsibilitiesData Management & Analysis:...
