Private Wealth Management Trust AdvisorAt 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.Primary ResponsibilitiesPerforms perpetual discovery, assessing a client's financial situation to retain & grow the client relationshipProvides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationshipsGenerates large new business opportunities on a consistent basisKeeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment managementPartners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accountsEnsures that account administration complies with fiduciary principlesCoordinates client service activities with other wealth management partnersMentors and coaches junior trust advisorsThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.This position is incentive eligible.RequirementsBachelor's degree in Business, Finance, Economics, Accounting or a related fieldEight (8) 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)Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accountsDemonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accountsPreferencesAdvanced 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 CompetenciesAbility to interpret and present complex topics in a concise and effective mannerAbility to manage multiple goals and deadlines simultaneouslyAdvanced analytical and problem-solving skills, including attention to detailDemonstrated confidence in delivering and explaining solutions with a high degree of influenceExcellent presentation and sales abilitiesExcellent verbal and written communication skillsProficiency in Microsoft Office Suite (Word, Excel, PowerPoint)Strong organizational skillsPosition TypeFull timeCompensation DetailsPay 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:Median: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 InformationRegions 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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 the provided link.Location DetailsOne Indiana SquareLocation:Indianapolis, IndianaEqual Opportunity Employer/including Disabled/Veterans