Regions Bank Wealth Advisor - Charlotte, NC in Charlotte, North Carolina

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 for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, a Private Wealth Management 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.

Primary Responsibilities

  • Teams 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

  • Meet revenue growth, profitability and retention goals by acquiring new clients and expanding services to existing clients

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 national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.

Requirements

  • College degree and nine (9) years line delivery banking experience preferably in lending, Trust investment or Wealth Management OR,

  • High school and thirteen (13) 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

Location:

Charlotte, North Carolina

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

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

  • Reach higher

  • Enjoy life

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.

EEO/AA/Minorities/Females/Disabled/Veterans