Regions Financial Co.

Private Wealth Management Wealth Advisor

Regions Financial Co.
Birmingham, AL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping clients achieve their financial goals? Do you have a deep understanding of wealth management strategies and a desire to provide personalized financial solutions? If so, we have an exciting opportunity for you to join our team as a Private Wealth Management Wealth Advisor at Regions Financial Co. Our ideal candidate is a highly motivated and experienced individual with a proven track record of success in providing comprehensive financial planning and investment management services to high net worth individuals. If you possess exceptional interpersonal skills, a strong work ethic, and a commitment to delivering exceptional service, we want to hear from you.

  1. Provide comprehensive financial planning and investment management services to high net worth individuals.
  2. Develop and maintain relationships with clients to understand their financial goals and objectives.
  3. Conduct in-depth analysis of client's financial situation and develop personalized financial solutions.
  4. Stay up-to-date with market trends, investment strategies, and regulations related to wealth management.
  5. Collaborate with other team members and departments to ensure a seamless client experience.
  6. Meet and exceed sales targets and revenue goals.
  7. Conduct regular portfolio reviews and make recommendations to optimize client's investment portfolio.
  8. Communicate complex financial concepts in a clear and understandable manner to clients.
  9. Adhere to all regulatory and compliance requirements.
  10. Proactively identify and address any potential risks or issues related to client accounts.
  11. Maintain confidentiality and discretion when handling sensitive client information.
  12. Continuously strive to deepen client relationships and provide exceptional service.
  13. Represent the company in a professional and positive manner at all times.
  14. Attend industry events and conferences to stay informed and expand knowledge.
  15. Mentor and train junior team members as needed.
Where is this job?
This job is located at Birmingham, AL, USA
Job Qualifications

  • Bachelor's Degree In Finance, Economics, Or A Related Field. A Strong Educational Background In Finance Is Essential For A Private Wealth Management Wealth Advisor.

  • Minimum Of 3-5 Years Of Experience In Wealth Management Or A Related Field. Candidates Should Have A Proven Track Record Of Successfully Managing Client Relationships And Providing Financial Advice And Solutions.

  • Professional Certifications, Such As Certified Financial Planner (Cfp), Chartered Financial Analyst (Cfa), Or Certified Private Wealth Advisor (Cpwa). These Certifications Demonstrate A High Level Of Expertise And Commitment To The Wealth Management Industry.

  • Strong Communication And Interpersonal Skills. A Wealth Advisor Must Be Able To Effectively Communicate Complex Financial Concepts To Clients And Build Strong Relationships With Them.

  • Knowledge Of Financial Products And Services, Including Investment Management, Retirement Planning, And Estate Planning. A Strong Understanding Of The Financial Markets And Investment Strategies Is Crucial For Providing Sound Financial Advice To Clients.

Required Skills

  • Risk Management

  • Financial Planning

  • Investment Management

  • Portfolio Management

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Wealth Preservation

  • Asset

  • Tax Strategies

  • Wealth Transfer

Soft Skills

  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Wealth Management Wealth Advisor in Birmingham, AL, USA is between $70,000 - $120,000 per year. This can vary depending on the specific company, experience level, and qualifications of the individual. Some top-performing wealth advisors in Birmingham may earn even higher salaries.

Additional Information
Regions Financial Co. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 7th, 2024
Apply BeforeJuly 20th, 2025
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About Regions Financial Co.

Regions Financial Corporation is a bank holding company headquartered in the Regions Center in Birmingham, Alabama. The company provides retail banking and commercial banking, trust, stockbrokerage, and mortgage services.

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