ETP Associate - Wealth Management
Listed on 2026-01-28
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services
Thank you for your interest in a career 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.
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.
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
:
Fall 2025 or Spring 2026 Graduate
Locations:
- Birmingham, AL
- St. Louis, MO
- Indianapolis, IN
- New Orleans, LA
- West Palm Beach, FL
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.
Location DetailsRegions Center – Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).