Regions Bank
Private Wealth Management Trust Advisor
Regions Bank, St. Petersburg, Florida, United States, 33739
Overview
Thank you for your interest in a career at Regions. Regions believes associates deserve more than just a job and offers performance-driven individuals a place to build a career with opportunities for growth. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, Regions may be your employer of choice. Regions is dedicated to safeguarding private and personally identifiable information submitted for job opportunities. Information submitted will be collected and reviewed by associates, consultants, and vendors of Regions to evaluate qualifications and experience and will not be used for marketing purposes, sold, or shared outside Regions unless required by law. Information will be stored in accordance with regulatory requirements and 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
The Private Wealth Management Trust Advisor is responsible for acquiring Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks to generate 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 existing client relationships. They are responsible for the complete administration of each assigned account. 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 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; administrative reviews will begin with initial deployment and more administrative tasks will be added over the next 18 months 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 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., JD, LLM, CPA, MBA or Master of Taxation) Professional Certification(s) such as CTFA, CFP, AIF, CDFA or CWS Skills and Competencies
Ability to interpret and present complex topics concisely and effectively Ability to manage multiple goals and deadlines Demonstrated confidence in delivering and explaining solutions with a high degree of influence Excellent oral, written and organizational skills Proficiency in Microsoft Office (Word, Excel, PowerPoint) Proficient presentation and sales skills Strong analytical and problem-solving skills, including attention to detail Note:
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. Position Details
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 include experience, skills, knowledge, contribution, job location, and performance. The target information 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: $84,851.25 USD Job Range Target:
Median: $115,800.00 USD Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees may earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan. Benefits Information
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 Benefits and plans may be changed, amended, or terminated for any class of associates at any time. To learn more about Regions’ benefits, please contact the regions careers site directly. Location
Downtown St. Pete, St. Petersburg, Florida 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 longer and may be closed at any time at the discretion of the company.
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Thank you for your interest in a career at Regions. Regions believes associates deserve more than just a job and offers performance-driven individuals a place to build a career with opportunities for growth. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, Regions may be your employer of choice. Regions is dedicated to safeguarding private and personally identifiable information submitted for job opportunities. Information submitted will be collected and reviewed by associates, consultants, and vendors of Regions to evaluate qualifications and experience and will not be used for marketing purposes, sold, or shared outside Regions unless required by law. Information will be stored in accordance with regulatory requirements and 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
The Private Wealth Management Trust Advisor is responsible for acquiring Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks to generate 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 existing client relationships. They are responsible for the complete administration of each assigned account. 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 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; administrative reviews will begin with initial deployment and more administrative tasks will be added over the next 18 months 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 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., JD, LLM, CPA, MBA or Master of Taxation) Professional Certification(s) such as CTFA, CFP, AIF, CDFA or CWS Skills and Competencies
Ability to interpret and present complex topics concisely and effectively Ability to manage multiple goals and deadlines Demonstrated confidence in delivering and explaining solutions with a high degree of influence Excellent oral, written and organizational skills Proficiency in Microsoft Office (Word, Excel, PowerPoint) Proficient presentation and sales skills Strong analytical and problem-solving skills, including attention to detail Note:
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. Position Details
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 include experience, skills, knowledge, contribution, job location, and performance. The target information 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: $84,851.25 USD Job Range Target:
Median: $115,800.00 USD Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees may earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan. Benefits Information
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 Benefits and plans may be changed, amended, or terminated for any class of associates at any time. To learn more about Regions’ benefits, please contact the regions careers site directly. Location
Downtown St. Pete, St. Petersburg, Florida 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 longer and may be closed at any time at the discretion of the company.
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