Regions Bank · 3 months ago
Private Wealth Planner - CFP, JD, LLM, CPA
Tampa, FL - Downtown Tampa Building
Full-time
Onsite
Mid, Senior Level
$65K/yr - $111K/yr
5+ years expRegions Bank is dedicated to providing career opportunities for performance-driven individuals. The Wealth Planner is responsible for creating comprehensive financial plans for complex Private Wealth clients, analyzing data, and delivering tailored presentations in collaboration with Wealth Management Teams.
BankingInsurance
Responsibilities
Works closely with Private Wealth Management Advisors across the 15-state footprint to identify planning needs and position planning services
Prepares financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis and risk management needs analysis
Makes financial planning recommendations that will fit each client’s unique circumstance
Prepares alternative proposals (“what if” options) for the client
Provides ongoing support to help advisors and clients implement planning strategies and recommendations
Provides fulfillment support to Wealth Strategists, creating analysis and reports as needed to model various financial strategies
Works within established procedures with a moderate degree of supervision
Assists with moderately complex projects while partnered with more experienced associates
Works within established procedures with a moderate degree of supervision
Qualification
Required
Bachelor's degree in a related field
Certified Financial Planner (CFP)
Five (5) years of financial planning experience
Preferred
Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
Master of Laws (LLM)
Certified Public Accountant (CPA)
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
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.
10001+ employees
H1B Sponsorship
Regions Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (40)
2023 (41)
2022 (42)
2021 (32)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase