Private Wealth Strategist

Private Wealth Strategist

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 in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years.

The Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net worth Private Wealth clients and prospects an in-depth strategic analysis to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the PWM's wealth management team.

Primary Responsibilities :

• Provides independent, strategy-based planning approach to Regions Private Wealth Management clients and prospects
• Leverages advanced technical expertise regarding wealth planning issues to provide specific recommendations for clients and prospects
• Provides traditional wealth planning expertise needed to assess balance sheet considerations, cash flow, retirement, and financial objectives to target investment strategies
• Serves as a wealth planning expert, partnering with Regions Private Wealth Management teams to support their high and ultra-high net worth clients and those that possess a higher degree of complexity
• Provides wealth focused strategic training to partners that include : Wealth Advisors, Trust Advisors, Lending Advisors, Portfolio Managers, and Commercial and Corporate Banking Relationship leaders and their teams
• Actively participates in wealth planning's thought leadership initiative both internally and externally

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.

Requirements :

Preferences :

Skills and Competencies :

Position Type : Full time

Compensation Details :

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target :

Minimum : $131,993.95 USD

Median : $210,450.00 USD

Incentive Pay Plans :

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.

Benefits Information :

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.

Listed below is a synopsis of the benefits offered by Regions :

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details :

Jacksonville, Florida

Equal Opportunity Employer / including Disabled / Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting.