Private Wealth Management Wealth Advisor
Company: Regions Bank
Location: Dallas
Posted on: January 27, 2023
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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 experienceThis 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
https://fedregistry.nationwidelicensingsystem.org 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
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**Benefits Information**Regions offers a benefits package that
is flexible, comprehensive and recognizes that "one size does not
fit all" for 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 ProgramPlease 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.https://www.regions.com/welcometour/benefits.rf**Location
Details**FWT Business Center**Location:**Fort Worth, TexasBring
Your Whole Self to WorkWe have a passion for creating an inclusive
environment that promotes and values diversity of race, color,
national origin, religion, age, sexual orientation, gender
identity, disability, veteran status, genetic information, sex,
pregnancy, and many other primary and secondary dimensions that
make each of us unique as individuals and provide valuable
perspective that makes us a better company and employer. More
importantly, we recognize that creating a workplace where everyone,
regardless of background, can do their best work is the right thing
to do.OFCCP Disclosure: Equal Opportunity
Employer/Disabled/Veterans**About Regions**At Regions, our culture
focuses on five core values that are a commitment to how we will do
business:+ Put people first+ Do what is right+ Focus on your
customer+ Reach higher+ Enjoy lifeThrough these values, our mission
to make life better drives our desire to improve and make a
positive difference in the communities where we work and live
through financial investments and volunteering.
Keywords: Regions Bank, Dallas , Private Wealth Management Wealth Advisor, Executive , Dallas, Texas
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