Private Wealth Management Wealth Advisor

Regions Bank•Indianapolis, IN

1d•$114,753 - $156,280•Onsite

About The Position

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within defined affluent and high-net-worth market segments, using unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. The advisor works with internal business partners to deliver a broad range of wealth and banking products and services, and identifies opportunities to grow relationships and retain client assets. The position is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Requirements

Bachelor’s degree in business, finance, economics, accounting, or a related field.
Five years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or a related area.
Ability to independently manage large client relationships.
Ability to anticipate client needs and proactively provide solutions.
Effective relationship management, business development, and presentation skills.
Effective sales, negotiation, problem-solving, and interpersonal skills.
Excellent verbal and written communication skills.
Proven sales experience.
Strong initiative to proactively follow through on client requests.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

Responsibilities

Collaborate with internal business partners to provide financial planning, asset management, personal trust and estate planning, insurance and risk management, consumer and mortgage credit, and general banking services.
Work closely with internal partners to identify relationship-growth and asset-retention opportunities.
Acquire new clients and expand services to existing clients to meet revenue growth, profitability, and retention goals.
Provide guidance and solutions for developing and maintaining client needs.
Continually assess clients’ financial situations to retain and grow relationships, and conduct and manage pre-call and post-call meetings for every call.
Manage multiple tasks and deadlines, including Know Your Customer (KYC) guidelines, call reporting, and book-of-business management and maintenance.
Manage risk and compliance needs for the book of business.
Use available tools and resources to enhance skills and improve performance.