Private Wealth Management Wealth Advisor

Regions Bank•Indianapolis, IN

1d•Onsite

About The Position

The Private Wealth Management Wealth Advisor develops and maintains a portfolio of client relationships in affluent and high-net-worth market segments, using unbiased, consultative advisory approaches and personal financial planning and financial advisory concepts. The role partners with internal teams to provide a broad range of wealth and banking services, grows and retains client relationships, and manages client needs, business activity, risk, and compliance. This position is incentive eligible, exempt from timekeeping requirements under the Fair Labor Standards Act, and not eligible for overtime pay. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. The target compensation range lists a minimum of $114,752.55 and a median of $156,280.00. The role is eligible for a formulaic incentive plan based on performance against defined metrics and goals, and offers the opportunity to participate in the Long Term Incentive Plan. The position is located at One Indiana Square in Indianapolis, Indiana.

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.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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.
Effective and proven sales experience.
Strong initiative to be proactive and follow through on client requests.

Responsibilities

Collaborate with internal business partners to provide wealth products and services, including financial planning, asset management, personal trust and estate planning, insurance and risk management, consumer and mortgage credit, and general banking.
Work closely with internal partners to identify opportunities for relationship growth and asset retention.
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 relationships and meeting client needs.
Continuously 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, book-of-business management and maintenance, and risk and compliance needs.
Use available tools and resources to enhance skills and improve performance.