Wealth Advisor
Regions Financial Corporation - Monroe, LA

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A Wealth Advisor develops and maintains a portfolio of important revenue generating client relationships within the defined affluent market segment based upon objective and sound personal financial planning and financial advisory concepts. A Wealth Advisor provides integrated delivery of 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 services. The role requires significant relationship management, business development, presentation and sales skills that establish the WA as a trusted, client-focused, financial partner of affluent clients. Meet revenue growth, profitability and retention goals by acquiring new clients and expanding services to existing clients.
      College degree required. 7 years line delivery banking experience preferably in lending, Trust investment or Wealth Management. Excellent sales, negotiation, problem solving, and interpersonal skills. Excellent verbal and written communication skills. Posses effective and proven sales experience.

      Position will cover both the Monroe and Alexandria territory and could be located in either city.

      Regions Financial Corporation - 2 years ago - save job
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