Regions Bank
Private Wealth Management Trust Advisor
Regions Bank, Indianapolis, Indiana, us, 46262
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.
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.
Primary Responsibilities
Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
Consistently generates large 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
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 related field
Eight (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).
High School Diploma or GED and twelve (12) years of relevant experience may also qualify
Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
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
Confidently explain solutions, with a high degree of influence
Excellent oral, written and organizational skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Strong presentation and sales skills
Advanced analytical and problem-solving skills, including attention to detail
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:
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.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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.
https://www.regions.com/welcometour/benefits.rf
Location Details
One Indiana Square
Location:
Indianapolis, Indiana
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/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.
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.
Primary Responsibilities
Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
Consistently generates large 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
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 related field
Eight (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).
High School Diploma or GED and twelve (12) years of relevant experience may also qualify
Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
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
Confidently explain solutions, with a high degree of influence
Excellent oral, written and organizational skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Strong presentation and sales skills
Advanced analytical and problem-solving skills, including attention to detail
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:
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.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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.
https://www.regions.com/welcometour/benefits.rf
Location Details
One Indiana Square
Location:
Indianapolis, Indiana
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/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.