Regions Financial Co.

Private Wealth Management Wealth Advisor

Regions Financial Co.

Chattanooga, TN, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Regions Financial Co., where we pride ourselves on providing personalized and comprehensive financial services to our clients. We are currently seeking a highly skilled and experienced Private Wealth Management Wealth Advisor to join our team. As a Wealth Advisor, you will have the opportunity to work closely with high net worth individuals and families, helping them achieve their financial goals and secure their financial future. If you are a driven and dedicated individual with a strong background in wealth management, we encourage you to apply. Join us and become a valuable member of our team, committed to delivering exceptional service and building long-lasting relationships with our clients.

  1. Provide personalized and comprehensive financial services to clients.
  2. Work closely with high net worth individuals and families to understand their financial goals and needs.
  3. Develop and implement tailored wealth management plans for clients.
  4. Conduct in-depth financial analyses and evaluations to determine the best strategies for clients.
  5. Stay updated on market trends and changes in the financial industry to provide informed advice to clients.
  6. Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
  7. Identify and pursue new business opportunities to expand the company's client base.
  8. Collaborate with other team members and departments to deliver integrated financial solutions to clients.
  9. Comply with all regulatory and legal requirements in the financial industry.
  10. Maintain confidentiality and handle sensitive information with discretion.
Where is this job?
This job is located at Chattanooga, TN, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

  • Minimum Of 5 Years Experience In Private Wealth Management, Preferably At A Financial Institution.

  • Strong Knowledge Of Investment Products And Financial Planning Strategies.

  • Excellent Communication And Interpersonal Skills To Build And Maintain Relationships With High-Net-Worth Clients.

  • Series 7 And 66 Licenses, Or Ability To Obtain Within A Specified Timeframe.

Required Skills
  • Financial Analysis

  • Financial Planning

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Strategic

  • Tax Planning

  • Wealth Preservation

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Wealth Management Wealth Advisor in Chattanooga, TN, USA is between $75,000 and $150,000 per year. However, this can vary depending on factors such as the individual's experience, education, and the specific company they work for. Additional factors such as bonuses, commissions, and benefits can also impact an individual's overall compensation. Ultimately, it is best to research the specific company and position to get a more accurate salary estimate.

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 PostedFebruary 3rd, 2025
Apply BeforeSeptember 18th, 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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