Private Wealth Management Wealth Advisor - Cpwa, Cfp, Cfa

Regions Financial

Coral Gables, Florida, United States
Base: $138,937.26 minimum / $214,977.00 median; bo...
On-site
12 years financial services experience
Bachelor's degree in business or finance
Expert relationship management skills
Regions Financial is seeking a Private Wealth Management Wealth Advisor for their Coral Gables, Florida location, focusing on building and managing relationships with affluent and high net worth clients. The ideal candidate should have extensive experience in financial services and strong interpersonal skills, with a commitment to client solutions and business growth

Job Summary

  • The role focuses on developing and maintaining portfolios of client relationships within the affluent and high net worth market segments.
  • Associates are expected to collaborate with internal partners to provide a broad range of wealth products including financial planning and estate planning.
  • Regions offers a comprehensive benefits package including 401K with company match, medical/dental/vision, and an incentive pay plan based on performance.

Matching Summary

Match Score: 85

Regions Financial is seeking a Private Wealth Management Wealth Advisor for their Coral Gables, Florida location, focusing on building and managing relationships with affluent and high net worth clients. The ideal candidate should have extensive experience in financial services and strong interpersonal skills, with a commitment to client solutions and business growth.

Salary

Base: $138,937.26 minimum / $214,977.00 median; Bonus/Equity: Eligible for formulaic incentive plan and Long Term Incentive Plan; Benefits: Paid vacation, 401K match, medical/dental/vision, HSA/FSA, life insurance, parental leave

Skills & Requirements

Must-have

  • 12 years financial services experience
  • Bachelor's degree in business or finance
  • Expert relationship management skills
  • Complex client relationship management
  • Compliance and KYC guidelines adherence

Nice-to-have

  • CPWA CFP CFA certifications
  • Proactive problem solving abilities
  • Team supervision experience
  • Strong negotiation and presentation skills
  • Incentive-driven performance mindset

Key Requirements

  • 12 years of financial services industry experience
  • Bachelor's degree in business, finance, economics, or accounting
  • Registration with Nationwide Mortgage Licensing System (NMLS)
  • CPWA, CFP, or CFA certification preferred

Work Rights

Not specified

Tailored Resume

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