Not specified; incentive pyy plans: formulaic ince...
On-site
5 years of financial services experience
Bachelor's degree in business or finance
Nmls registration required for mortgage licensing
Regions Financial is seeking a Private Wealth Management Wealth Advisor to develop and maintain client relationships within affluent and high-net-worth market segments. The ideal candidate will have extensive experience in financial services and strong relationship management skills
Job Summary
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.
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay but is incentive eligible based on performance against defined metrics.
Regions offers a comprehensive benefits package including paid vacation, 401K with company match, medical/dental/vision, disability benefits, and parental leave.
Matching Summary
Match Score: 85
Regions Financial is seeking a Private Wealth Management Wealth Advisor to develop and maintain client relationships within affluent and high-net-worth market segments. The ideal candidate will have extensive experience in financial services and strong relationship management skills.
Salary
Not specified; Incentive Pay Plans: Formulaic incentive plan based on performance; Benefits: Comprehensive package including 401K match and health insurance
Skills & Requirements
Must-have
5 years of financial services experience
Bachelor's degree in business or finance
NMLS registration required for mortgage licensing
Nice-to-have
Strong initiative and proactive follow-through
Effective sales and negotiation skills
Ability to independently manage large client relationships
Key Requirements
Bachelor's degree in business, finance, economics, accounting
Five (5) years of financial services industry experience
Registration with Nationwide Mortgage Licensing System (NMLS)