Private Wealth Management Associate Wealth Advisor

Regions • Saint Petersburg, FL

3d • $66,666 - $86,310 • Onsite

About The Position

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.
At Regions, the Private Wealth Management Associate Wealth Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business. This position is designed to prepare the incumbent for the complexity of the traditional Wealth Advisor role.

Requirements

• Bachelor’s degree in business, finance, economics, accounting or related field
• One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related
• Proficient sales, negotiation, presentation and problem-solving skills
• Strong verbal and written communication skills
• Requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

Responsibilities

• Serves as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients
• Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships
• Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
• Conducts the initial client interview process in the absence of the client's Wealth Advisor
• Communicates proactively with clients and follows up on advice delivery
• Executes client transaction requests, such as implementing advice recommendations
• Conducts Annual Relationship Reviews for clients
• Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
• Communicates and delivers the Private Wealth Management mission and vision statement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level