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Private Wealth Management Trust Advisor

Company: Regions Bank
Location: Knoxville
Posted on: November 15, 2023

Job Description:

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 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
  • Acts as a personal trust subject matter expert, overseeing the most complex and sophisticated trust and investment management client relationships
  • Provides guidance and solutions for the development and on-going maintenance of highly complex investment allocations, goals and objectives
  • Consistently generates large and complex 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
  • May supervise other associates
  • May assist in new product developmentThis 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
    • Twelve (12) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
    • Expert knowledge of trust principles and regulatory and tax matters relating to the administration of trust accountsPreferences
      • Advanced degree (e.g. Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA) or Master of Business Administration (MBA))
      • Certified Public Accountant (CPA)Skills and Competencies
        • Consistently a top performer
        • Ability to interpret and present complex topics in a concise and effective manner
        • Can confidently explain solutions, with a high degree of influence
        • Ability to manage multiple goals and deadlines
        • Excellent oral, written and organizational skills
        • Good analytical and problem-solving skills, including attention to detail
        • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
        • Strong presentation and sales skillsPosition TypeFull timeBenefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for . 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 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 click or copy the link below to your browser.Location DetailsKnollwoodLocation:Knoxville, TennesseeBring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and 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 is the right thing to do. OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Keywords: Regions Bank, Knoxville , Private Wealth Management Trust Advisor, Executive , Knoxville, Tennessee

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