Thank you for your interest in a career at Regions. 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.
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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 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. 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 planning's 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**
+ Bachelor's degree
+ Eight (8) years of Wealth Strategist/Financial Planning experience
**Preferences**
+ Doctor of Jurisprudence degree (J.D.)
+ Certified Financial Planner (CFP®)
+ Master's 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:_**
$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 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.
**Location Details**
Regions Center
**Location:**
Birmingham, Alabama
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. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.