Regions Bank Private Wealth Management Wealth Advisor in Indianapolis, Indiana
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.
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At Regions, the Private Wealth Management Wealth Advisor develops and maintains a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Partners with the appropriate specialists to provide an integrated delivery of a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Requires significant relationship management, business development, presentation and sales skills that establish the WA as a trusted, client-focused, financial partner of affluent clients
Meets revenue growth, profitability and retention goals by acquiring new clients and expanding services to existing clients
Assists with moderately complex projects
Receives minimal guidance to resolve issues with using established procedures
May act as a resource for associates with lesser experience
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.
This job is typically Transactional (100%).
Bachelor's degree and seven (7) years line delivery banking experience preferably in lending, trust investment or wealth management
Or High School Diploma and eleven (11) years experience in trust investments or wealth management
Skills and Competencies
Excellent sales, negotiation, problem solving, and interpersonal skills
Excellent verbal and written communication skills
Posses effective and proven sales experience
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.
- Regions Bank Jobs