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Job description
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of 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.
Collaborates with internal business partners to provide a broad range of wealth products and services, acquires new clients and expands services to existing clients, and provides guidance and solutions for client needs.
This role requires a focused partner with strong relationship management, business development, and presentation skills, as well as effective sales, negotiation, problem solving, and interpersonal skills.
Company
Finance
Regions Financial Corporation, a member of the S&P 500, is a leading full‑service financial institution offering consumer and commercial banking, wealth management, and mortgage solutions. Through its subsidiary Regions Bank, it operates more than 1,250 branches and over 2,000 ATMs serving customers across the South, Midwest, and Texas. The company provides a comprehensive product suite—including deposit accounts, loans, investment options, insurance, crypto assets, and annuities—while emphasizing FDIC insurance on deposits and a commitment to equal‑opportunity employment. Regions’ extensive network and diversified services make it a prominent employer for professionals seeking careers in banking and financial services.
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