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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.

Please refer the Job description for details