Private Wealth Management Wealth Advisor

Role Overview

At Regions, the Private Wealth Management Trust Advisor is responsible for acquiring and retaining client relationships, prospecting for new business opportunities, and providing advisory services. This role involves managing large and complex client relationships, generating new business opportunities, and ensuring compliance with fiduciary principles.

What You Will Do

Performs perpetual discovery, assesses client financial situations, provides guidance on investment allocations, and manages client relationships. Generates new business opportunities, partners with the Trust Administrator, and mentors junior trust advisors.

Why It Might Be a Fit

Requires a strong knowledge of trust principles, regulatory and tax matters, and fiduciary products and services. Demonstrated confidence in delivering solutions, excellent presentation and sales abilities, and proficiency in Microsoft Office Suite are also required.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting or a related field
• Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience
• Strong knowledge of trust principles and regulatory and tax matters
• Demonstrated knowledge of fiduciary products and services

Benefits

• 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