Private Wealth Management Associate Wealth Advisor

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.

At Regions, the Private Wealth Management Associate Wealth Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role.  The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business. This position is designed to prepare the incumbent for the complexity of the traditional Wealth Advisor role.

Serves as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities Conducts the initial client interview process in the absence of the client's Wealth Advisor Communicates proactively with clients and follows up on advice delivery Executes client transaction requests, such as implementing advice recommendations Conducts Annual Relationship Reviews for clients Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship Communicates and delivers the Private Wealth Management mission and vision statement 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 https://fedregistry.nationwidelicensingsystem.org for more information.

Bachelor’s degree in business, finance, economics, accounting or related field One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related Skills and Competencies Proficient sales, negotiation, presentation and problem-solving skills Strong verbal and written communication skills 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: $66,665.50 USD Median: $86,310.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic