Private Wealth Management Trust Advisor

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Job Description:

At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for 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, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned. The Trust Support Administrator is in initial deployment beginning with administrative reviews, and more administrative tasks will be added over the next 18 months.

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 the Trust Administrator and the Trust Specialist to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (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

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 in Business, Finance, Economics, Accounting or a related field

• Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)

• Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and 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

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

• Ability to manage multiple goals and deadlines simultaneously

• Demonstrated confidence i