Explore opportunities in the private wealth sector, where financial expertise meets personalized client service. Professionals in this field manage investments, provide financial planning, and offer tailored solutions to high-net-worth individuals and families. The demand for skilled private wealth managers, financial advisors, and portfolio managers continues to grow, reflecting the increasing need for sophisticated wealth management strategies.6,744 Private Wealth jobs in the United States
Private Wealth Investment Management Specialist
60684 Chicago, Illinois
Bank of America
Posted today
Job Viewed
Job Description
Private Wealth Investment Management Specialist
Chicago, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
FOR PRIVATE WEALTH MANAGEMENT ONLY. The Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable financial planning tools if appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Prepare and present client performance review reports to measure their progress to goals. This role is an FA Paid Resource.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. They ensure risk profiles ,goals, objectives and asset allocations are aligned and reflected properly for each client. They deliver a full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. They partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. They assist in the preparation of client performance review reports to measure progress to goals.
**Role Responsibilities**
+ Analyze and understand Merrill and third party research
+ Monitor and respond to market and non-financial current events
+ Effectively navigate proprietary planning and investment management tools
+ Deliver investment management tools, including but not limited to investment proposal, CRC, etc.
+ Monitor and analyze book pricing internally for FA team
+ Convey pricing to ensure client's understanding of the value of advice and accompanying solutions
+ Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment
+ Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons
+ Research portfolio recommendations for Investment Committee review
+ Prepare materials and coordinate weekly Investment Committee meetings
+ Proactively review and manage team proprietary models to align with the Investment Committee decisions
+ Manage ML One variances/enrollments/updates/withdrawals/terminations
+ Serve as Primary/Lead Team Member for processing PIA trades in Portfolio
+ Processing of all trades (discretionary or non-discretionary)
+ Create analytical reports for FAs to review client investment portfolio performances against market returns
+ Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives
**Role Requirements**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Obtain and/or maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Chicago, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
FOR PRIVATE WEALTH MANAGEMENT ONLY. The Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable financial planning tools if appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Prepare and present client performance review reports to measure their progress to goals. This role is an FA Paid Resource.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. They ensure risk profiles ,goals, objectives and asset allocations are aligned and reflected properly for each client. They deliver a full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. They partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. They assist in the preparation of client performance review reports to measure progress to goals.
**Role Responsibilities**
+ Analyze and understand Merrill and third party research
+ Monitor and respond to market and non-financial current events
+ Effectively navigate proprietary planning and investment management tools
+ Deliver investment management tools, including but not limited to investment proposal, CRC, etc.
+ Monitor and analyze book pricing internally for FA team
+ Convey pricing to ensure client's understanding of the value of advice and accompanying solutions
+ Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment
+ Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons
+ Research portfolio recommendations for Investment Committee review
+ Prepare materials and coordinate weekly Investment Committee meetings
+ Proactively review and manage team proprietary models to align with the Investment Committee decisions
+ Manage ML One variances/enrollments/updates/withdrawals/terminations
+ Serve as Primary/Lead Team Member for processing PIA trades in Portfolio
+ Processing of all trades (discretionary or non-discretionary)
+ Create analytical reports for FAs to review client investment portfolio performances against market returns
+ Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives
**Role Requirements**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Obtain and/or maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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0
Private Wealth Management Associate
53786 Madison, Wisconsin
U.S. Bank
Posted 8 days ago
Job Viewed
Job Description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
**Basic Qualifications**
+ Associate degree, or equivalent work experience
+ Five or more years of administrative support experience in a banking environment
**Preferred Skills/Experience**
+ Superior knowledge of departmental operations/policies and bank products/services
+ Excellent interpersonal, verbal and written communication skills
+ Exceptional customer service skills
+ Ability to identify and resolve exceptions and to interpret data
+ Ability to resolve complex problems with minimal guidance
+ Excellent computer skills, especially Microsoft Office applications
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
**Job Description**
This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
**Basic Qualifications**
+ Associate degree, or equivalent work experience
+ Five or more years of administrative support experience in a banking environment
**Preferred Skills/Experience**
+ Superior knowledge of departmental operations/policies and bank products/services
+ Excellent interpersonal, verbal and written communication skills
+ Exceptional customer service skills
+ Ability to identify and resolve exceptions and to interpret data
+ Ability to resolve complex problems with minimal guidance
+ Excellent computer skills, especially Microsoft Office applications
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
View Now
1
Private Wealth Management Wealth Advisor
34116 Copeland, Florida
Regions Bank
Posted 14 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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 new clients and expand 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 client needs
+ 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 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage large client relationships
+ Anticipates client needs and is proactively provides solutions
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$98,006.70 USD
**_Median:_**
$133,470.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Naples Main
**Location:**
Naples, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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 new clients and expand 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 client needs
+ 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 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage large client relationships
+ Anticipates client needs and is proactively provides solutions
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$98,006.70 USD
**_Median:_**
$133,470.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Naples Main
**Location:**
Naples, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
2
Private Wealth Management Wealth Advisor
32402 Panama City, Florida
Regions Bank
Posted 14 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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 new clients and expand 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 client needs
+ 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 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage large client relationships
+ Anticipates client needs and is proactively provides solutions
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
**_Median:_**
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Grand Blvd
**Location:**
Miramar Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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 new clients and expand 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 client needs
+ 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 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage large client relationships
+ Anticipates client needs and is proactively provides solutions
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
**_Median:_**
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Grand Blvd
**Location:**
Miramar Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
3
Private Wealth Management Wealth Advisor
32550 Miramar Beach, Florida
Regions Bank
Posted 14 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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 new clients and expand 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 client needs
+ 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 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage large client relationships
+ Anticipates client needs and is proactively provides solutions
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
**_Median:_**
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Grand Blvd
**Location:**
Miramar Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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 new clients and expand 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 client needs
+ 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 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
**Skills and Competencies**
+ Ability to independently manage large client relationships
+ Anticipates client needs and is proactively provides solutions
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
**_Median:_**
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Grand Blvd
**Location:**
Miramar Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
4
Private Wealth Management Wealth Advisor
46202 Indianapolis, Indiana
Regions Bank
Posted 14 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
+ Consistently acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals
+ Provides guidance and solutions for the development and on-going maintenance of client needs
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Ability to independently manage large client relationships
+ Manages multiple tasks and deadlines including proper 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree and five (5) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
+ Or nine (9) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
**Skills and Competencies**
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
+ Anticipates client needs and is proactively provides solutions
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$98,006.70 USD
**_Median:_**
$133,470.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
One Indiana Square
**Location:**
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
+ Consistently acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals
+ Provides guidance and solutions for the development and on-going maintenance of client needs
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Ability to independently manage large client relationships
+ Manages multiple tasks and deadlines including proper 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree and five (5) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
+ Or nine (9) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
**Skills and Competencies**
+ Effective relationship management, business development and presentation skills
+ Effective sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
+ Anticipates client needs and is proactively provides solutions
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$98,006.70 USD
**_Median:_**
$133,470.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
One Indiana Square
**Location:**
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
5
Private Wealth Management Wealth Advisor
30309 Midtown Atlanta, Georgia
Regions Bank
Posted 14 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**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
**Skills and Competencies**
+ 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
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$118,688.90 USD
**_Median:_**
$168,940.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Buckhead
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**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
**Skills and Competencies**
+ 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
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$118,688.90 USD
**_Median:_**
$168,940.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Buckhead
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
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6
Private Wealth Management Wealth Advisor
77007 Houston, Texas
Regions Bank
Posted 8 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
+ Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals
+ Provide 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 & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Ability to independently manage the largest client relationships
+ Manages multiple tasks and helps the team reach deadlines, including proper 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
+ Or High School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
**Skills and Competencies**
+ Advanced relationship management, business development and presentation skills
+ Advanced sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
+ Anticipates client needs and is proactively provides solutions
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$131,744.68 USD
**_Median:_**
$187,523.40 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Greenway Plaza
**Location:**
Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
+ Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals
+ Provide 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 & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
+ Ability to independently manage the largest client relationships
+ Manages multiple tasks and helps the team reach deadlines, including proper 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
+ Or High School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
**Skills and Competencies**
+ Advanced relationship management, business development and presentation skills
+ Advanced sales, negotiation, problem solving, and interpersonal skills
+ Excellent verbal and written communication skills
+ Possess effective and proven sales experience
+ Strong initiative to be proactive and follow through on client requests
+ Anticipates client needs and is proactively provides solutions
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$131,744.68 USD
**_Median:_**
$187,523.40 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Greenway Plaza
**Location:**
Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
7
Private Wealth Management Wealth Advisor
37230 Nashville, Tennessee
Regions Bank
Posted 8 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**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
**Skills and Competencies**
+ 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
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$118,688.90 USD
**_Median:_**
$168,940.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Music Row
**Location:**
Nashville, Tennessee
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
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.
**Primary 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
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**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
**Skills and Competencies**
+ 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
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$118,688.90 USD
**_Median:_**
$168,940.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Music Row
**Location:**
Nashville, Tennessee
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
8
Private Wealth Consultant
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted 14 days ago
Job Viewed
Job Description
**Essential Duties and Responsibilities**
+ Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.
+ Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).
+ Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.
+ Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.
+ Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.
+ Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.
+ Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (e.g. attorney or CPA).
+ Leverages planning software tools to provide modeling guidance for financial advisors and their clients.
+ Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.
+ Participate in strategic development of new service offerings.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Advanced concepts of private wealth management planning; investment management; and specialized products.
+ Advanced principles of banking, trust and finance and securities broker/dealer operations.
+ Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships.
+ Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios
**Skill in**
+ Excellent problem solving skills to identify the needs of clients through effective questioning and listening.
+ The ability to research issues and confidently help advisors think through clients' planning strategies.
+ The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.
+ Articulating complex technical financial planning concepts.
+ Preparing and delivering clear, effective, and professional presentations.
+ Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients.
**Ability to**
+ Identify and position the products and services financial advisors use in financial planning.
+ Think quickly and creatively, and react well to deadline pressure.
+ Provide a high level of customer service and commitment to a supportive and collaborative environment.
+ Work independently as well as collaboratively within a team environment.
**Educational/Previous Experience Requirements**
+ Bachelor's Degree (B.A.) in finance or related field and a minimum of ten (10) years of progressively responsible wealth management planning experience. Experience with investment products and services and ability to deliver consultative services to advisors and their ultra high net worth clients.
+ OR ~
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.
+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and experience approved by the Wealth Planning management team and hiring manager.
+ Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.
+ Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).
+ Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.
+ Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.
+ Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.
+ Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.
+ Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (e.g. attorney or CPA).
+ Leverages planning software tools to provide modeling guidance for financial advisors and their clients.
+ Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.
+ Participate in strategic development of new service offerings.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Advanced concepts of private wealth management planning; investment management; and specialized products.
+ Advanced principles of banking, trust and finance and securities broker/dealer operations.
+ Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships.
+ Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios
**Skill in**
+ Excellent problem solving skills to identify the needs of clients through effective questioning and listening.
+ The ability to research issues and confidently help advisors think through clients' planning strategies.
+ The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.
+ Articulating complex technical financial planning concepts.
+ Preparing and delivering clear, effective, and professional presentations.
+ Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients.
**Ability to**
+ Identify and position the products and services financial advisors use in financial planning.
+ Think quickly and creatively, and react well to deadline pressure.
+ Provide a high level of customer service and commitment to a supportive and collaborative environment.
+ Work independently as well as collaboratively within a team environment.
**Educational/Previous Experience Requirements**
+ Bachelor's Degree (B.A.) in finance or related field and a minimum of ten (10) years of progressively responsible wealth management planning experience. Experience with investment products and services and ability to deliver consultative services to advisors and their ultra high net worth clients.
+ OR ~
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.
+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and experience approved by the Wealth Planning management team and hiring manager.
View Now
9