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Regions Bank · 3 hours ago

Private Wealth Management Wealth Advisor

Miramar Beach, FL

Full-time

Onsite

Senior Level

5+ years exp

Regions Bank is dedicated to providing a career-focused environment for its associates. The Private Wealth Management Wealth Advisor develops and maintains client relationships in affluent and high net worth markets, utilizing consultative advisory approaches and personal financial planning.

BankingInsurance

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

Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently

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 and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call

Manages 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 performance

Qualification

Financial planningWealth managementClient relationship managementSales experienceNegotiation skillsEffective communicationProblem solvingInterpersonal skillsPresentation skills

Required

Bachelor's degree in business, finance, economics, accounting or related field

Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Ability to independently manage large client relationships

Anticipates client needs and is proactively provides solutions

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

Benefits

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees