Senior Level Advisor Assistant Jobs
Senior level advisor assistant jobs call for professionals who set direction, own complex advisory workflows, and guide the teams or projects that keep senior stakeholders moving forward. Roles are spread across Banking & Financial Services, Investment & Asset Management, and Technology & Software, with 28% remote or hybrid availability, and employers like Truist, Savvy Wealth, and Jobot hiring at this level now.
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Showing 5 of 91+ Senior Level Advisor Assistant jobs
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 Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
- Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
- Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
- Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
- Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
- Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
- Acts as a resource to associates with less experience
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. 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 in business, finance, economics, accounting or related field
- Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills And Competencies
- Ability to independently manage the largest client relationships
- Advanced relationship management, business development and presentation skills
- Advanced sales, negotiation, problem solving, and interpersonal skills
- Anticipates client needs and is proactively provides solutions
- Excellent verbal and written communication skills
- Possess effective and proven sales experience
- Strong initiative to be proactive and follow through on client requests
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.
Minimum Job Range Target: $135,147.71 USD
Median $192,370.50 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 Details
Buckhead
Location: Atlanta, Georgia
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.
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 Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
- Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
- Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
- Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
- Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
- Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
- Acts as a resource to associates with less experience
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. 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 in business, finance, economics, accounting or related field
- Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills And Competencies
- Ability to independently manage the largest client relationships
- Advanced relationship management, business development and presentation skills
- Advanced sales, negotiation, problem solving, and interpersonal skills
- Anticipates client needs and is proactively provides solutions
- Excellent verbal and written communication skills
- Possess effective and proven sales experience
- Strong initiative to be proactive and follow through on client requests
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.
Minimum Job Range Target: $135,147.71 USD
Median $192,370.50 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 Details
Buckhead
Location: Atlanta, Georgia
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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Who's Hiring
Top Industries Hiring
- Banking & Financial Services29
- Investment & Asset Management14
- Technology & Software12
- Consulting & Professional Services10
- Healthcare & Medical Services7
Senior Level Advisor Assistant Jobs: Frequently Asked Questions
How do I get a senior level advisor assistant job?
Employers at this level look for candidates who have owned advisory workflows end to end, not just supported them. Demonstrating that you have managed competing priorities for senior executives, led process improvements, and mentored junior staff gives you a clear edge. Tailor your resume to highlight outcomes you drove, not just tasks you completed, and be ready to discuss how you have influenced decisions at the leadership level.
Which companies hire senior level advisor assistants?
Companies hiring senior level advisor assistants right now include Truist, Savvy Wealth, and Jobot, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from larger organizations with dedicated advisory functions, financial services firms, and professional services companies where high-volume executive support demands experienced coordinators.
Are there remote senior level advisor assistant jobs?
Yes, though availability varies by employer and industry. About 28% of senior level advisor assistant openings are remote or hybrid as of November 2026, reflecting the trust organizations place in experienced professionals to manage sensitive advisory work independently. Roles that involve handling confidential client matters or coordinating in-person executive schedules tend to lean on-site.
What makes an advisor assistant role senior level?
Senior level advisor assistant roles are defined by ownership and scope rather than task execution. You are expected to manage complex scheduling and client-facing workflows with minimal oversight, anticipate needs before they are raised, and serve as a point of accountability across multiple advisors or teams. Mentoring junior support staff and contributing to process or operational improvements are common expectations at this stage.
Which industries hire the most senior level advisor assistants?
Senior level advisor assistant roles concentrate in Banking & Financial Services, Investment & Asset Management, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors employ senior advisors and client-facing professionals at scale, which creates sustained demand for experienced support staff who can manage high-stakes relationships and complex operational workflows independently.