Senior Level Field Advisor Jobs
Senior level field advisor jobs put seasoned professionals in charge of territory strategy, client relationships, and the execution teams or programs that deliver results on the ground. Openings concentrate in Banking & Financial Services, Investment & Asset Management, and Technology & Software, with a mix of field-based and hybrid roles, and employers like Truist, Savvy Wealth, and Jobot hiring at this level now.
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Showing 5 of 91+ Senior Level Field Advisor 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.
See All 91 Senior Level Field Advisor Jobs
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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 Field Advisor Jobs: Frequently Asked Questions
How do I get a senior level field advisor job?
Employers hiring at this level look for candidates who have owned outcomes across a full territory or program, not just supported one. Demonstrating that you have led cross-functional initiatives, mentored junior advisors, and influenced strategy beyond your immediate role sets you apart. A record of measurable impact in the field, such as driving adoption, resolving escalations independently, or building lasting client partnerships, is what moves a resume to the top.
Which companies hire senior level field advisors?
Companies hiring senior level field advisors right now include Truist, Savvy Wealth, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from organizations with established field operations, regional expansion goals, or complex client portfolios that require experienced advisors who can work without close supervision.
Are there remote senior level field advisor jobs?
Yes, though many roles remain field-based or hybrid given the client-facing nature of the work. About 28% of senior level field advisor openings are remote or hybrid as of November 2026, reflecting employer flexibility for advisors who manage accounts or programs that do not require daily on-site presence. Filtering by work setting on Migrate Mate helps narrow results quickly.
What makes a field advisor role senior level?
Senior level field advisor roles are defined by scope, ownership, and influence. Where a mid-level advisor executes assigned plans and escalates decisions upward, a senior advisor sets the approach for a territory or program, resolves complex situations independently, and shapes how the team operates. Mentoring junior staff, contributing to process improvements, and managing high-value or high-complexity client relationships are consistent expectations at this stage.
Which industries hire the most senior level field advisors?
Senior Level field advisor 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 tend to drive hiring at this level because they rely on experienced advisors to manage large accounts, guide complex implementations, or represent the organization directly with clients in the field.