Private Wealth Strategist - JD/CPA

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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

• JD and/or CPA is highly preferred

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 par