Private Wealth Management Trust Advisor - JD, LLM, CPA

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.

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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

Bachelor's degree

Twelve (12) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience

Expert knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts

Preferences

Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)

Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies

Consistently a top performer

Ability to interpret and present complex topics in a concise and effective manner

Can confidently explain solutions, with a high degree of influence

Ability to manage multiple goals and deadlines

Excellent oral, written and organizational skills

Good analytical and problem-solving skills, including attention to detail

Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Strong presentation and sales skills

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.

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.

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.