Private Wealth Management Wealth Advisor - CPWA, CFP, CFA

Regions Bank • Tallahassee, FL

99d • $138,937 - $214,977

About The Position

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.

Requirements

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related.

Nice To Haves

• Anticipates client needs and is proactively provides solutions.
• Consistently a top performer.
• Excellent verbal and written communication skills.
• Expert relationship management, business development and presentation skills.
• Expert sales, negotiation, problem solving, and interpersonal skills.
• Possess effective and proven sales experience.
• Strong initiative to be proactive and follow through on client requests.

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.
• Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently.
• Manages the most sophisticated client relationships.
• Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise.
• Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call.
• Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business.
• Acts as a resource to associates with less experience.
• May supervise other associates.

Benefits

• 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 Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees