Regions Bank · 3 months ago
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA
Miami, FL - Ponce De Leon Operations Center
Full-time
Onsite
Senior Level, Lead/Staff
$139K/yr - $215K/yr
12+ years expRegions Bank is dedicated to providing a career-focused environment for individuals seeking opportunities in the financial sector. The Private Wealth Management Wealth Advisor is responsible for developing and maintaining client relationships within affluent and high net worth market segments, utilizing financial planning and advisory concepts to meet client needs and achieve revenue growth.
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 the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Manages the most sophisticated client relationships
Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
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 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 performance
Acts as a resource to associates with less experience
May supervise other associates
Qualification
Required
Bachelor's degree in business, finance, economics, accounting or related field
Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Preferred
Anticipates client needs and is proactively provides solutions
Consistently a top performer
Excellent verbal and written communication skills
Expert relationship management, business development and presentation skills
Expert sales, negotiation, problem solving, and interpersonal 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
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