Private Wealth Planner - CFP, JD, LLM, CPA

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
• Works within established procedures with a moderate degree of supervision.
• Assists with moderately complex projects while partnered with more experienced associates
• Works within established procedures with a moderate degree of supervision.

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)
• Five (5) years of financial planning experience

Preferences

• Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
• Master of Laws (LLM)
• Certified Public Accountant (CPA)

Skills and Competencies

• Excellent problem solving and interpersonal skills
• Excellent verbal and written communication skills
• Knowledge of business succession planning

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

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:

$64,823.55 USD

Median:

$110,590.00 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 benefits-eligible associates. 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.

https://www.regions.com/about-regions/welcome-portal/benefits

Location DetailsDowntown Tampa

Location:Tampa, Florida

Equal Opportunity Employer/including Disabled/Veterans

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.