Private Wealth Management Wealth Advisor

Location: Charleston, South Carolina, United States; onsite at 285 Meeting St.

Salary: $109,014.92 minimum to $148,466.00 median USD per year, plus incentive eligibility.

Company

hirify.global provides banking, wealth management, financial planning, trust, investment, lending, and related financial services.

What you will do

• Develop and maintain portfolios of affluent and high-net-worth client relationships using consultative financial planning and advisory approaches.
• Collaborate with internal partners to provide financial planning, asset management, trust and estate planning, insurance, risk management, credit, mortgage, and banking services.
• Acquire new clients, expand services for existing clients, and support revenue, profitability, relationship retention, and asset retention goals.
• Assess client financial situations, identify needs, provide solutions, and manage pre-call and post-call activities.
• Manage the book of business, KYC guidelines, call reporting, risk, compliance, deadlines, and ongoing professional development.

Requirements

• Bachelor’s degree in business, finance, economics, accounting, or a related field.
• Five years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or a related area.
• Ability to independently manage large client relationships and proactively anticipate client needs.
• Effective relationship management, business development, presentation, sales, negotiation, problem-solving, and interpersonal skills.
• Excellent verbal and written communication skills, proven sales experience, initiative, and follow-through on client requests.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Culture & Benefits

• Full-time, exempt position not eligible for overtime pay.
• Performance-based incentive plan and potential participation in the Long Term Incentive Plan.
• Paid vacation and sick time, parental leave, and an Associate Volunteer Program.
• Medical, dental, vision, disability, life insurance, Health Savings Account, Flexible Spending Account, and 401(k) with company match.
• Benefits and plans may be changed, amended, or terminated according to plan terms.

Hiring process

• Applications are accepted electronically through the Regions career site for at least five business days from the posting date and may close earlier or remain open longer based on business needs.