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.
Primary Responsibilities
Collaborates with internal business partners to provide 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 servicesServes as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunitiesAcquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistentlyMana...