2025 ETP Associate- Wealth Management Development Program Associate Position Available In Jefferson, Alabama
Tallo's Job Summary: The 2025 ETP Associate- Wealth Management Development Program Associate at Regions in Birmingham, AL, offers a full-time position with a salary range of $45,254 - $67,160 a year. This role requires a Bachelor's degree in Finance or related field, strong analytical skills, and proficiency in Microsoft Office. The associate will be involved in relationship management, portfolio management, and client research within Wealth Management.
Job Description
2025 ETP Associate- Wealth Management Development Program Associate Regions – 3.5 Birmingham, AL Job Details Full-time $45,254 – $67,160 a year 6 hours ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Parental leave Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Microsoft Powerpoint Microsoft Word Asset management Microsoft Excel Mid-level Microsoft Office 3 years Finance Analysis skills Bachelor’s degree Portfolio management Leadership Financial acumen Communication skills Full Job Description 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 Management Development Program is focused on developing an associate talent pool that has been exposed to and has foundational knowledge of the businesses within Wealth Management. The Wealth Management Development Program Associate will participate in a variety of activities within Asset Management, Institutional Services, or Private Wealth Management designed to refine a core set of technical skills that will be critical for long-term success. Primary Responsibilities Participates in a wide range of projects focused on relationship management, portfolio management, research and/or client experience within Asset Management, Institutional Services or Private Wealth Management Gains valuable insight within a variety of functions while strengthening core skills and foundational knowledge needed to launch a successful career Applies financial acumen and analytical skills to support a variety of projects as required by clients or business leaders Responsibilities will vary by business group and may include one or more tasks listed below Supports Wealth Management associates in relationship management responsibilities, including interaction with current and prospective clients Identifies client needs and learns how to recommend Regions products and services — or other unique, actionable ideas — that can help clients achieve their goals Monitors news, current events, transactions and financial information for clients and prospective clients Conducts product, industry, sector and/or client research Develops and gathers detailed financial information from clients to provide to partners to help facilitate the underwriting process on prospective loans Prepares written material, including pitches, proposals, client materials and associated supporting analyses Ensures high quality of client deliverables by having strong written communication skills and attention to detail This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Please refer to https:
//fedregistry.nationwidelicensingsystem.org for more information. Requirements Bachelor’s degree with an emphasis in Finance, Accounting, Economics, or a related field Preferences Record of strong academic success Previous Regions internship program participant Skills and Competencies Advanced Microsoft Office Skills (Excel, PowerPoint and Word) Business acumen skills Critical thinking skills Leadership skills Strong communication and interpersonal skills Team oriented with ability to work independently Technical skills Additional Requirements Expected graduation date of Fall 2024 or Spring 2025 Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis. #UR 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:
$45,254.00
USD Median:
$67,160.00
USD Incentive Pay Plans:
This job is not incentive eligible. 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/welcometour/benefits.rf
Location Details Regions Center Location:
Birmingham, Alabama 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.