Private Wealth Management Advisor

Regions Bank

. Develop and maintain a portfolio of client relationships within affluent and high net worth market segments .

Posted 11/12/2026full-timeWest Palm Beach • Florida • United StatesSeniorLead💰 $135,148 - $192,371 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client relationships within affluent markets, providing tailored financial planning, asset management, and risk management solutions. Proficient in business development, negotiation, and compliance management to drive client satisfaction and retention.

Highest-signal resume keywords

Advanced Relationship ManagementBusiness DevelopmentFinancial PlanningSales ExperienceNMLS Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAsset ManagementRisk ManagementKYC Guidelines ManagementClient Needs AssessmentNegotiationProblem SolvingPresentation SkillsCommercial BankingWealth Management

Soft Skills

Interpersonal SkillsCommunication SkillsProactive InitiativeClient Anticipation

Certifications & Qualifications

NMLS Registration

Industry Keywords

Financial ServicesTrust InvestmentConsumer BankingAffluent Market SegmentHigh Net Worth Clients

About the role

Key responsibilities & impact

Develop and maintain a portfolio of client relationships within affluent and high net worth market segments
Collaborate with internal business partners to provide financial planning, asset management, personal trust and estate planning, insurance and risk management, credit, and banking services
Identify relationship growth and asset retention opportunities
Acquire complex client relationships and expand services to existing clients
Provide guidance and solutions for complex client needs using technical expertise
Assess clients’ financial situations to retain and grow relationships
Conduct and manage pre-call and post-call meetings
Manage KYC guidelines, call reporting, book of business maintenance, risk and compliance needs
Use available tools and resources to enhance skills and performance
Serve as a resource to less-experienced associates

Requirements

What you’ll need

Bachelor’s degree in business, finance, economics, accounting or related field
Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Ability to independently manage the largest client relationships
Advanced relationship management, business development and presentation skills
Advanced sales, negotiation, problem solving, and interpersonal skills
Anticipates client needs and proactively provides solutions
Excellent verbal and written communication skills
Proven sales experience
Strong initiative to be proactive and follow through on client requests
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

Benefits

Comp & perks

Incentive eligibility through a formulaic incentive plan
Opportunity to participate in the Long Term Incentive Plan
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