Private Wealth Management Wealth Advisor

Join Regions Bank as a Private Wealth Management Wealth Advisor in Lonsdale, Knox County. We're seeking an accomplished financial professional to deliver personalized investment and wealth planning services to affluent clients in our community, building lasting relationships and growing our private client base through expert guidance and superior service.

About the Role

This full-time position offers the opportunity to serve high-net-worth individuals and families as a trusted financial advisor. You'll combine your expertise in portfolio management, financial planning, and wealth strategy to help clients achieve their long-term financial goals. As a Wealth Advisor with Regions Bank, you'll enjoy direct client relationships, substantial input on investment decisions, and the resources of a major financial institution backing your practice.

What You'll Do

• Consult with affluent individuals and families to understand their financial objectives, risk tolerance, and life circumstances
• Develop customized wealth management strategies including investment allocation, tax planning, and estate considerations
• Manage investment portfolios and make recommendations aligned with client goals and market conditions
• Build and maintain a strong client book through proactive relationship management and service excellence
• Identify opportunities to expand client relationships with additional services and referral sources
• Stay current with market trends, financial products, and regulatory requirements
• Collaborate with internal teams including tax specialists, trust professionals, and operations

What We're Looking For

• Proven track record in wealth advisory, private banking, or institutional investment management
• Strong understanding of investment principles, financial planning, and portfolio management
• Excellent interpersonal and communication skills with ability to build client trust and loyalty
• Business development experience and demonstrated ability to acquire and retain high-net-worth clients
• Professional licenses such as Series 7, Series 65, or equivalent certifications preferred
• Bachelor's degree in finance, business, economics, or related field
• Self-directed, results-oriented mindset with commitment to professional growth

About Regions Bank

Regions Bank is a leading financial institution committed to supporting the wealth management needs of our clients throughout the Southeast and beyond. We provide our advisors with competitive compensation, comprehensive training, advanced technology platforms, and the institutional credibility to serve affluent families effectively.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.