Private Wealth Management Trust Advisor - JD, LLM, CPA

Private Wealth Management Trust Advisor

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 Trust Advisor is responsible for the acquisition of Personal Trust, Estate and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.

Primary Responsibilities

• Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
• Acts as a personal trust subject matter expert, overseeing the most complex and sophisticated trust and investment management client relationships
• Provides guidance and solutions for the development and on-going maintenance of highly complex investment allocations, goals and objectives
• Consistently generates large and complex new business opportunities
• Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
• Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
• Ensures that account administration complies with fiduciary principles
• Coordinates client service activities with other wealth management partners
• Mentors and coaches junior trust advisors
• May supervise other associates
• May assist in new product development

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. 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 : $146,108.52 USD

Median : $210,222.90 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 :

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 visit https : / / www.regions.com / about-regions / welcome-portal / benefits .

Location Details : Greenway Plaza

Location : Houston, Texas

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.