Private Wealth Management Associate Trust Advisor

Job Title : Associate Trust Advisor

At Regions, the Associate Trust Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Trust Advisor will focus on the administration and client servicing of an assigned book of business.

This position is designed to prepare the Associate for the complexity of the traditional Trust Advisor role.

Primary Responsibilities

• Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships
• Assigns accounts for administration
• Partners with Trust Advisors, as a relationship management point of contact, delivering administrative support to key clients
• Executes client servicing requirements
• Conducts Annual Relationship Reviews for clients
• Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
• Communicates and delivers the Private Wealth Management mission and vision statement

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

Preferences

Skills and Competencies

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.

Job Range Target

Minimum : $45,254.00 USD

Median : $67,160.00 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.

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Location : Nashville, Tennessee

Equal Opportunity Employer / including Disabled / Veterans