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Private Wealth Planner at Regions
Birmingham, AL 35203, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Principal, Private Capital - Healthcare at Ontario Teachers Pension Plan
Toronto, ON, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Manager, Debt Structuring, Private Credit at Macquarie Group Limited
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Tax Assistant Manager at Accountable Recruitment Limited
Manchester M2 3NQ, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Private Client Solcitor at Elite Touch Group
Taunton TA1, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Tutor for Twins at A1 Home Care Agency
Honolulu, HI 96815, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Mortgage Banker at Wells Fargo
Short Hills, New Jersey, USA - Full Time
Skills Needed
Communication Skills, Training, Sales Prospecting
Qualification
Graduate
Private Client Solicitor at Thornton Legal
Nantwich CW5 7PL, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Solicitor at LJW Recruitment Solutions
Derby, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Private Client Paralegal at Tirebuck Recruitment
Solihull, England, United Kingdom - Full Time
Skills Needed
Outlook, Wellbeing, Email, Excel, Wills, Microsoft Office, Health
Qualification
Graduate
Private Client Paralegal at Achieve Professionals
Devon, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Solicitor at LJW Recruitment Solutions
Swansea SA1, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Private Client Solicitor at Sacco Mann
Leeds, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Private Client Solicitor at LJW Recruitment Solutions
New Mills, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Private Client Solicitor at Coppersmith Recruitment and Services
Marlborough, , United Kingdom - Full Time
Skills Needed
Trusts, Wills, Case Management Software, Tax Law
Specialization
England and wales
Qualification
Trade Certificate
Experience Required
Minimum 2 year(s)
Private Client Associate at Apollo Private Wealth
London E14, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
Part qualified in level 4 diploma in financial planning
Qualification
Diploma
Private Client Associate at William James Recruitment
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Solicitor at LJW Recruitment Solutions
Reading RG1 1BX, , United Kingdom - Full Time
Skills Needed
Client Services, Communication Skills, Interpersonal Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Private Client Solicitor at Sacco Mann
Darlington, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Paralegal at Clayton Legal
Epsom, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Wealth Planner at Regions
Birmingham, AL 35203, USA -
Full Time


Start Date

Immediate

Expiry Date

17 Sep, 25

Salary

95090.0

Posted On

17 Jun, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

JOB DESCRIPTION:

At Regions, the Wealth Planner is responsible for creating comprehensive financial plans for the largest and most complex Private Wealth clients across the Regions footprint. The Wealth Planner will analyze data using financial planning software, then prepare and deliver presentations to Advisors and clients based on observations and recommendations developed during the planning process. This will be done in collaboration with the Wealth Management Teams and Specialists across Regions footprint. The Wealth Planner will be actively engaged with other Wealth Planners and provide peer review to ensure quality control. The Wealth Planner will also be proactive with teams, and participate when asked in pre-call and post call meetings, strategy sessions, or client meetings in person if practical, or by teleconference.
Primary Responsibilities
Works closely with Private Wealth Management Advisors across the 15 state footprint to identify planning needs and position planning services
Prepares financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis and risk management needs analysis
Makes financial planning recommendations that will fit each client’s unique circumstance
Prepares alternative proposals (“what if” options) for the client
Provides ongoing support to help advisors and clients implement planning strategies and recommendations
Provides fulfillment support to Wealth Strategists, creating analysis and reports as needed to model various financial strategies
Uses prescribed guidelines or policies to analyze and resolve problems
Receives instruction, guidance and direction from more senior level roles
Assists with basic projects
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 in a related field
Certified Financial Planner (CFP)
Three (3) years of financial planning experience
Preferences
Juris Doctor (JD)
Latin Legum Magister (LL.M)
Certified Public Accountant (CPA)
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.

Responsibilities

Please refer the Job description for details

Private Wealth Planner at Regions
Birmingham, AL 35203, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Principal, Private Capital - Healthcare at Ontario Teachers Pension Plan
Toronto, ON, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Manager, Debt Structuring, Private Credit at Macquarie Group Limited
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Tax Assistant Manager at Accountable Recruitment Limited
Manchester M2 3NQ, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Private Client Solcitor at Elite Touch Group
Taunton TA1, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Tutor for Twins at A1 Home Care Agency
Honolulu, HI 96815, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Mortgage Banker at Wells Fargo
Short Hills, New Jersey, USA - Full Time
Skills Needed
Communication Skills, Training, Sales Prospecting
Qualification
Graduate
Private Client Solicitor at Thornton Legal
Nantwich CW5 7PL, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Solicitor at LJW Recruitment Solutions
Derby, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Private Client Paralegal at Tirebuck Recruitment
Solihull, England, United Kingdom - Full Time
Skills Needed
Outlook, Wellbeing, Email, Excel, Wills, Microsoft Office, Health
Qualification
Graduate
Private Client Paralegal at Achieve Professionals
Devon, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Solicitor at LJW Recruitment Solutions
Swansea SA1, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Private Client Solicitor at Sacco Mann
Leeds, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Private Client Solicitor at LJW Recruitment Solutions
New Mills, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Private Client Solicitor at Coppersmith Recruitment and Services
Marlborough, , United Kingdom - Full Time
Skills Needed
Trusts, Wills, Case Management Software, Tax Law
Specialization
England and wales
Qualification
Trade Certificate
Experience Required
Minimum 2 year(s)
Private Client Associate at Apollo Private Wealth
London E14, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
Part qualified in level 4 diploma in financial planning
Qualification
Diploma
Private Client Associate at William James Recruitment
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Solicitor at LJW Recruitment Solutions
Reading RG1 1BX, , United Kingdom - Full Time
Skills Needed
Client Services, Communication Skills, Interpersonal Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Private Client Solicitor at Sacco Mann
Darlington, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Private Client Paralegal at Clayton Legal
Epsom, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
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