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Regions Bank · 20 hours ago

Private Wealth Management Wealth Advisor

Gainesville, GA

Full-time

Onsite

Senior Level, Lead/Staff

$126K/yr - $195K/yr

12+ years exp

Regions Bank is dedicated to providing a career-focused environment for associates. The Private Wealth Management Wealth Advisor develops and maintains a portfolio of client relationships within affluent and high net worth market segments, utilizing consultative advisory approaches and sound financial planning concepts.

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

Financial services experienceWealth managementRelationship managementSales experienceCommunication skillsProblem solvingNegotiation skillsPresentation skills

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

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

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