Job Description

Join to apply for the Private Wealth Management Wealth Advisor - CFA, CPWA, CFP role at Regions Bank . Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We offer performance-driven individuals a place to build a career with opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, we are your employer of choice. Regions is dedicated to safeguarding private and personally identifiable information submitted for job opportunities. Information submitted will be reviewed by Regions associates, consultants, and vendors to evaluate qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside Regions unless required by law. Such information will be stored in accordance with regulatory requirements and Regions’ retention schedule for a minimum of three years. You may review, modify, or update your information by logging into the careers section of the system. Job Description The Private Wealth Management Advisor develops and maintains a portfolio of client relationships within defined affluent and high net worth market segments using unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. Primary 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 with internal partners to identify relationship growth and asset retention opportunities. Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently. Provides guidance and solutions for the development and ongoing maintenance of more complex client needs using technical expertise. Performs ongoing discovery, assesses a client's financial situation to retain and grow the client relationship, and conducts all pre-call and post-call meetings for every call. Manages multiple tasks and helps the team meet deadlines, including Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and risk and compliance needs for the book of business; uses tools and resources to enhance skills and performance. Acts as a resource to associates with less experience. This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. It is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). For more information, please refer to the NMLS registry. Requirements Bachelor’s degree in business, finance, economics, accounting or related field Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related area Skills And Competencies Ability to independently manage the largest client relationships Advanced relationship management, business development and presentation skills Advanced sales, negotiation, problem solving, and interpersonal skills Anticipates client needs and proactively provides solutions Excellent verbal and written communication skills Proven sales experience with strong initiative to be proactive and follow through on client requests This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. Position Type Full time Compensation Details Pay ranges are based on market data and may vary by experience, skills, location, and performance. The target information below is based on the Metropolitan Statistical Area Market Range for the position location and level. Minimum Job Range Target: $124,623.35 USD Median: $177,387.00 USD Incentive Pay Plans This role is eligible to participate in a formulaic incentive plan with potential to earn incentives based on performance against defined metrics and goals. There is also the opportunity to participate in the Long Term Incentive Plan. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Summary of benefits offered includes Paid Vacation/Sick Time, 401K with Company Match, Medical/Dental/Vision, Disability Benefits, Health Savings Account, Flexible Spending Account, Life Insurance, Parental Leave, Employee Assistance Program, and Associate Volunteer Program. Benefits and plans may be changed, amended, or terminated at any time for any class of associates. To learn more about Regions’ benefits, please visit the Regions benefits site. Location Details Location: Dallas Uptown, Dallas, Texas Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the posting date. Higher-volume positions may remain active longer due to business need and may be closed at any time at the company’s discretion. Referrals increase your chances of interviewing at Regions Bank by 2x. Sign in to set job alerts for “Wealth Management Advisor” roles. Dallas, TX Note: Some listing details and related postings shown here are provided for context and may reference other roles or regions. #J-18808-Ljbffr Regions Bank

Job Tags

Similar Jobs