Private Wealth Management Associate Wealth Advisor

Regions Bank•Nashville, TN

About The Position

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

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