Private Wealth Management Wealth Advisor
Company: Regions Bank
Location: Chattanooga
Posted on: January 26, 2023
Job Description:
Thank you for your interest in a career at Regions. At Regions,
we believe associates deserve more than just a job. We believe in
offering performance-driven individuals a place where they can
build a career --- a place to expect more opportunities. If you are
focused on results, dedicated to quality, strength and integrity,
and possess the drive to succeed, then we are your employer of
choice.Regions is dedicated to taking appropriate steps to
safeguard and protect private and personally identifiable
information you submit. The information that you submit will be
collected and reviewed by associates, consultants, and vendors of
Regions in order to evaluate your qualifications and experience for
job opportunities and will not be used for marketing purposes,
sold, or shared outside of Regions unless required by law. Such
information will be stored in accordance with regulatory
requirements and in conjunction with Regions' Retention Schedule
for a minimum of three years. You may review, modify, or update
your information by visiting and logging into the careers section
of the system.Job Description:At Regions, the Private Wealth
Management Advisor develops and maintains a portfolio of client
relationships within the defined affluent and high net worth market
segments utilizing 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 closely with internal
partners to identify relationship growth and asset retention
opportunities
- Consistently acquires more complex client relationships and
expands services to existing clients to meet revenue growth,
profitability and retention goals
- Provide guidance and solutions for the development and on-going
maintenance of more complex client needs using technical
expertise
- Performs perpetual discovery, assessing a client's financial
situation to retain & grow the client relationship, conducts and
manages all pre-call and post-call meetings for every call
- Ability to independently manage the largest client
relationships
- Manages multiple tasks and helps the team reach deadlines,
including proper 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 experienceThis
position is exempt from timekeeping requirements under the Fair
Labor Standards Act and is not eligible for overtime pay. This
position is incentive eligible.This position requires registration
with the Nationwide Mortgage Licensing System and Registry (NMLS).
Please refer to for more information.Requirements
- Bachelor's degree and eight (8) years of financial services
industry experience preferably in commercial or consumer banking,
trust investment or wealth management
- Or Eleven (11) years of financial services industry experience
preferably in commercial or consumer banking, trust investment or
wealth managementSkills and Competencies
- Advanced relationship management, business development and
presentation skills
- Advanced 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
- Anticipates client needs and is proactively provides
solutionsPosition may be filled at a higher level depending on
candidate's qualifications and relevant experiencePosition TypeFull
timeBenefits InformationRegions offers a benefits package that is
flexible, comprehensive and recognizes that "one size does not fit
all" for associates. Listed below is a synopsis of the benefits
offered by Regions for informational purposes, which is not
intended to be a complete summary of plan terms and conditions.
- 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 ProgramPlease note, benefits and plans may
be changed, amended, or terminated with respect to all or any class
of associate at any time. To learn more about Regions' benefits,
please click or copy the link below to your browser.Location
DetailsChattanooga Main BuildingLocation:Chattanooga,
TennesseeBring Your Whole Self to Work We have a passion for
creating an inclusive environment that promotes and values
diversity of race, color, national origin, religion, age, sexual
orientation, gender identity, disability, veteran status, genetic
information, sex, pregnancy, and many other primary and secondary
dimensions that make each of us unique as individuals and provide
valuable perspective that makes us a better company and employer.
More importantly, we recognize that creating a workplace where
everyone, regardless of background, can do their best work is the
right thing to do. OFCCP Disclosure: Equal Opportunity
Employer/Disabled/Veterans
Keywords: Regions Bank, Chattanooga , Private Wealth Management Wealth Advisor, Executive , Chattanooga, Tennessee
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