Private Wealth Strategist

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Job Description:

At Regions 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 PWMs 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. Wealth planning issues include but are not limited to estate and trust planning taxation (including income gift and estate) business continuation and transition mergers & acquisitions (M&A) risk management asset protection and situs considerations
• 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 plannings thought leadership initiative both internally and externally. Active participation includes leading composing and presenting thought leadership ideas to internal partners centers of influence (COIs) and clients and prospects at external events locally and nationally

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

• Bachelors degree
• Eight (8) years of Wealth Strategist/Financial Planning experience

Preferences

• Doctor of Jurisprudence degree (J.D.)
• Certified Financial Planner (CFP)
• Masters of Law (LL.M.)

Skills and Competencies

• Excellent problem solving and interpersonal skills
• Excellent verbal and written communication skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience skills knowledge contribution job location and most importantly performance in the job role. As these factors vary by individuals pay will also vary among individual associates within the same job.

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:

$131993.95 USD

Median:

$210450.00 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 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 for informational purposes which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note benefits and plans may be changed amended or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits please click or copy the link below to your browser.