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Private Wealth Management Associate Jobs in Alabama

Deloitte

Tax Manager - Private Wealth

Birmingham, AL

$104K - $136K/yr

... management activities. You'll also begin building marketplace eminence through pursuits and other ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

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Private Wealth Management Associate information

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How much do private wealth management associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for private wealth management associate in Alabama is $18.01, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.75 per hour, depending on experience, location, and employer.

What is a private wealth management associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What are the typical career progression opportunities for a private wealth management associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.

What are the key skills and qualifications needed to thrive as a private wealth management associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the most commonly searched types of Private Wealth Management jobs in Alabama?

The most popular types of Private Wealth Management jobs in Alabama are:

What are popular job titles related to Private Wealth Management Associate jobs in Alabama?

For Private Wealth Management Associate jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Private Wealth Management Associate jobs in Alabama look for?

The top searched job categories for Private Wealth Management Associate jobs in Alabama are:

What cities in Alabama are hiring for Private Wealth Management Associate jobs?

Cities in Alabama with the most Private Wealth Management Associate job openings:

Private Wealth Management Associate jobs near you

Private Wealth Management Credit Portfolio Manager

Regions Financial Corporation

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 163 frontline employees who took The Breakroom Quiz

52nd of 174 rated banks

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 Private Wealth Management Credit Portfolio Manager is responsible for analyzing, underwriting, and negotiating credit decisions for standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors. This position will serve on the First Line of Defense and will analyze new Private Wealth Credit and underwrite new or renewed credit exposure. The role will gather information and preform in-depth research to identify, quantify, and mitigate underwriting risk inherent to extending the bank's capital. This role will be expected to develop strong working relationships with client management, internal teammates, credit officers, and other bankers.
Primary Responsibilities
  • Reviews more complex and customized Private Wealth transactions above a designated threshold against Regions' credit standards, validates the appropriate risk rating, and recommends credit decision with limited oversight from management
  • Structures PWM credit products to both competitively meet unique PWM client credit needs and minimize credit risk with limited oversight
  • Prepares credit packages for new and renewed debt products including performing credit underwriting, analyzing financial statements and projections, utilizing financial models, determining appropriate risk rating, and identifying and mitigating credit risks
  • Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or new credit opportunities with some guidance from management
  • Manages and conducts timely and ongoing portfolio monitoring and servicing activities for an assigned portfolio
  • Manages past due and maturing loans and workflow for an assigned portfolio
  • Ensures compliance with internal bank PWM, commercial loan policy, and consumer loan policy, credit risk appetite, and external regulatory requirements
  • Documents exceptions to credit policy and related rationale/risk mitigation with limited oversight
  • Assesses risk issues using standard procedures and makes sound decisions
  • Engages with WAs and LAs for assigned portfolio, active in client planning and deal structuring by leading deal discussions and negotiations
  • Participates in pricing decisions for PWM credit solutions
  • Reviews loan documents for accuracy prior to closing
  • May provide coaching and mentorship for other team members and field partners
  • May consult with both internal and external clients on PWM credit solutions

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 finance, accounting, or related field
  • Five (5) years of experience in commercial or PWM underwriting

Preferences
  • Commercial or Private Wealth management underwriting experience
  • Knowledge of both Consumer and Commercial Loan Products and Compliance issues
  • Prior experience with the Individual Rating Model in Moody's Risk Analyst (MRA)
  • Successful completion of Moody's online credit training or other major corporate credit training program

Skills and Competencies
  • Ability to multi-task and meet deadlines
  • Ability to work collaboratively with multiple stakeholders
  • Excellent Excel and MRA spreadsheet skills
  • Strong analytical and problem-solving skills
  • Strong attention to detail
  • Strong verbal, written communication, and organizational skills

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:
$84,150.00 USD
Median:
$111,700.00 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.
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 Details
Riverchase Complex North Building
Location:
Hoover, 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.

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