Wealth Management Advisor

Job Description:Wealth Management Advisor

At Regions, the Wealth Management Advisor forms a group of bank customers based on addressing the financial objectives of each client through well-informed advice and guidance. This advice is grounded in a thorough comprehension of the client's current financial status and their short and long-term aspirations. The ideal candidate is focused on customer satisfaction and collaborative partnerships and should possess prior experience as a branch-based Wealth Management Advisor.

Primary Responsibilities:

• A wide selection of investment solutions and products is available to assist customers in meeting their goals, complemented by comprehensive Financial Planning services
• Identifies and pursues every opportunity to establish customer relationships, involving activities such as searching for prospects, making good use of leads, and participating in the local market and community
• Constructs and preserves a firm client base and actively maintains a dynamic funnel of potential prospects
• Displays adeptness in developing portfolios and a broad understanding of industry and investment practices
• Participates in appraising investment outcomes and client interactions
• Keeps junior staff updated on the latest investment products and opportunities in the market
• Follows regulatory requirements and complies with corporate and industry protocols

Work Schedule:

According to the Fair Labor Standards Act, this role is not subject to timekeeping requirements and does not warrant overtime compensation.

This position qualifies for incentive programs.

Requirements:

• Achieving a high school diploma or a GED demonstrates the fulfillment of educational standards in a secondary school setting
• A half-year of correlated practice
• Series 7
• Series 63 & 65 or Series 66
• Individuals are obligated to possess a Life Insurance License within 60 days after starting their new role

Preferences:

• Bachelor's degree
• Being a Certified Financial Planner, Chartered Financial Consultant, or Certified Retirement Specialist signifies a high level of qualification in financial advising
• Possessing a portfolio of two years within the realm of Financial Advisory

Position Type:

Full time

Incentive Pay Plans:

The eligibility for this role includes participation in a commission incentive program, offering employees the chance to earn commission based on meeting set metrics and objectives.

Benefits Information:

At Regions, employees can access a benefits package that is flexible, comprehensive, and tailored to the varying needs of benefits-eligible associates. The following summary highlights the benefits offered by Regions for informative purposes and does not cover all the terms and conditions of each plan.

• Paid Vacation/Sick Time
• An investment plan where the company matches employee contributions in a 401K account
• Healthcare benefits encompassing medical, dental, and vision services
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

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