Private Wealth Management Wealth Advisor - CFA, CPWA, CFP

Regions Bank•Dallas, TX

13d

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
Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Ability to independently manage the largest client relationships
Advanced relationship management, business development and presentation skills
Advanced sales, negotiation, problem solving, and interpersonal skills
Anticipates client needs and is proactively provides solutions
Excellent verbal and written communication 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 more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of more 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, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience