Regions Financial·14 days ago
14 days ago
Private Wealth Management Associate Wealth Advisor
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What you'll do
- Build foundational skills and expertise under the mentorship of a senior advisor
- Grow banking and investment management relationships
- Prepare for advancement to a Wealth Advisor position
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a Private Wealth Management Associate Wealth Advisor to join our team at Regions. This role focuses on building foundational skills in wealth management, supporting senior advisors, and growing client relationships. If you are dedicated to quality and results, we invite you to apply and grow your career with us.
Skills
- investment banking
- advisory services
- pitch books
- investment
- portfolio management
- sales
- client interviews
- negotiation
- problem-solving
- private clients
- alternative investments
- financial assessment
- annual relationship reviews
- communication
- wealth management
- client relationship management
- private wealth management
- investment management
- asset retention
- financial strategy
Company
Regions Financial
510 Central Avenue, United States of America
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