Private Wealth Management Trust Advisor - JD, LLM, CTFA, 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, IRA 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. Currently, they are responsible for the complete administration of each account they are assigned.

Primary Responsibilities

• Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships
• Generates new business opportunities including development of next generation
• Provides guidance and solutions for the development and on-going maintenance of investment allocations, goals and objectives; typically responsible for smaller and / or less complex client relationships
• Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
• Partners with Trust Administrator and Trust Specialist 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
• Acts independently using judgment while developing knowledge to understand the function and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products

Requirements

Preferences

Skills and Competencies

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.

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 : $56,590.88 USD Median : $78,885.00 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.

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

Location : Little Rock, Arkansas

Equal Opportunity Employer

Regions is an Equal Opportunity Employer / including Disabled / Veterans.