Private Wealth Management Associate… at Regions Bank · Franklin

Summary: Regions Bank is dedicated to providing a career-focused environment for its associates. The Private Wealth Management Associate Wealth Advisor will build foundational skills and support key clients while preparing for a more complex advisor role. Responsibilities: - Serves as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients - Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships - Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities - Conducts the initial client interview process in the absence of the client's Wealth Advisor - Communicates proactively with clients and follows up on advice delivery - Executes client transaction requests, such as implementing advice recommendations - Conducts Annual Relationship Reviews for clients - Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship - Communicates and delivers the Private Wealth Management mission and vision statement Required Qualifications: - Bachelor's degree in business, finance, economics, accounting or related field - One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related - Proficient sales, negotiation, presentation and problem-solving skills - Strong verbal and written communication skills Required Skills: Banking, Lending, Trust investment, Wealth management, Investment Management & Trust (IM&T), Client relationship management, Nationwide Mortgage Licensing System, Registry (NMLS) registration, Sales Benefits: Paid Vacation/Sick Time, 401K with Company Match, Medical, Dental and Vision Benefits, Disability Benefits, Health Savings Account, Flexible Spending Account, Life Insurance, Parental Leave, Employee Assistance Program, Associate Volunteer Program