Regions Financial Corporation

Private Wealth Management Private Lending Advisor

Regions Financial Corporation • $166K — $208K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 10 years of commercial banking/wealth management experience required
  • Ability to interpret and present complex topics effectively
  • Demonstrated confidence in delivering solutions influencefully
  • Strong analytical and problem-solving skills with attention to detail
  • Proficient in Microsoft Office (Word, Excel, PowerPoint)
  • Excellent oral, written, and organizational skills

Responsibilities

  • Develop creative financing solutions for clients within credit/risk parameters
  • Originate credit and deposit leads from clients and participate in marketing initiatives
  • Serve as a local expert in lending solutions for wealth management teams
  • Act as primary contact for complex borrowing relationships
  • Demonstrate credit and risk management discipline
  • Work autonomously on complex projects and client issues
  • May provide mentorship to less experienced advisors

Benefits

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program
Full Job Description
Job Description:

At Regions, the Private Wealth Management Private Lending Advisor serves as an expert on credit, banking and business transition services, providing flexibility for the most complex client's banking and credit needs.

Primary Responsibilities

  • Develops creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters both within Wealth Management and through other areas of the bank
  • Originates credit and deposit leads from existing clients and prospects and participates in new marketing initiatives
  • Acts as local expert for business solutions for wealth management teams, bringing appropriate lending and capital raising to the wealth management teams
  • Serves as primary contact on credit portfolio and/or key/complex borrowing relationships
  • Demonstrates credit/risk management discipline
  • Works autonomously to support larger and/or more complex issues, clients, accounts, projects, analyses, or internal relationships
  • May be a subject matter expert for advisors with lesser experience

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.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).  Please refer to for more information.

Requirements

  • Bachelor's degree
  • Ten (10) years of commercial banking/wealth management experience

Skills and Competencies

  • Ability to interpret and present complex topics in a concise and effective manner

  • Ability to manage multiple goals and deadlines

  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence

  • Excellent oral, written and organizational skills

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)

  • Proficient presentation and sales skills

  • Strong analytical and problem-solving skills, including attention to detail

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:

$166,102.75 USD

Median:

$208,400.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation/Sick Time

  • 401K with Company Match

  • Medical, Dental and Vision Benefits

  • Disability Benefits

  • Health Savings Account

  • Flexible Spending Account

  • Life Insurance

  • Parental Leave

  • Employee Assistance Program

  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.


Location Details
Music Row

Location:
Nashville, Tennessee

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

About Regions Financial Corporation

Regions Financial Corporation Careers

There has never been a more opportune time to join our expansive team at Regions Financial Corporation—the leading network of financial professionals dedicated to innovation, leadership, and service. Work You’ll Do Join Regions Financial Corporation’s top-tier team to assist some of the nation’s most dynamic businesses and individuals in navigating their financial journeys with expertise and integrity. Transform financial management and customer service with the brightest minds at Regions, where we prioritize leadership, diversity training, and digital innovation. Lead from a unique position in the marketplace, at the crossroads of finance, personalized service, and strategic growth. Work with a nationwide team of financial advisors to help clients achieve their dreams through tailored financial solutions. Collaborate with the largest group of finance experts in the industry—empowering professionals through a culture of support and continuous learning. Introducing the Regions Financial Corporation Business Group Advisory We are building a market-leading Advisory team to help some of the most well-known companies and individuals master their financial management with cutting-edge solutions. Do Innovative Work Join the largest group of financial experts—dedicated professionals at the intersection of technology, personalized service, and strategic innovation. Deliver targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none. Be Part of a Great Team Work on a wide range of financial services and harness the unparalleled capabilities, national scale, and joint solution development of our powerhouse teams. Future-Proof Your Career Advance as far as your ambition takes you with limitless opportunities to grow your career with unmatched training, development, and certification support. Explore Discover how Regions Financial Corporation is leading the way in predictive financial solutions and personalized client services. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. SEARCH REGIONS JOBS Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await in employment, internships, and professional growth at Regions Financial Corporation.
Learn more about Regions Financial Corporation
Size
19,723 employees
Market Cap
$19.9 billion
Industry
Net Income
$1 billion
Founded
1971
5 Year Trend
+1.4%
NASDAQ

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