Private Wealth Management Associate Wealth Advisor

Regions•Saint Petersburg, FL

2d•$66,666 - $86,310

About The Position

At Regions, the Private Wealth Management Associate Wealth Advisor builds foundational skills, knowledge, and expertise through mentorship from a senior advisor, with the goal of advancing to an advisor role. The position focuses on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business and prepares the incumbent for the complexity of a traditional Wealth Advisor role. The role is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

Requirements

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

Responsibilities

Serve as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients.
Establish new client relationships and provide advisory services and support to assigned existing client relationships.
Work closely with internal partners to identify relationship growth and asset retention opportunities.
Conduct the initial client interview process when the client's Wealth Advisor is absent.
Communicate proactively with clients and follow up on advice delivery.
Execute client transaction requests, including implementing advice recommendations.
Conduct Annual Relationship Reviews for clients.
Perform perpetual discovery by assessing clients' financial situations to retain and grow relationships.
Communicate and deliver the Private Wealth Management mission and vision statement.