Private Wealth Management Associate Trust Advisor

Regions • Mobile, AL

5d • $43,551 - $64,629

About The Position

The Associate Trust Advisor develops the foundational skills, knowledge, and expertise needed to advance to a Trust Advisor role, under the mentorship of a senior advisor. The position focuses on administering and servicing an assigned book of business and is designed to prepare the Associate for the complexity of the traditional Trust Advisor role. This position is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay. It is eligible to participate in a formulaic incentive plan, with incentives based on performance against defined metrics and goals. The listed job range target minimum is $43,550.90 USD, and the 50th percentile is $64,628.50 USD. Compensation may vary based on experience, skills, knowledge, contribution, location, and performance. The position is located in Mobile, Alabama.

Requirements

• Bachelor's degree.
• One year of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience.
• Proficient sales, negotiation, presentation, and problem-solving skills.
• Strong verbal and written communication skills.

Nice To Haves

• Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts.

Responsibilities

• Establish new client relationships and provide advisory services and support to existing assigned client relationships.
• Assign accounts for administration.
• Partner with Trust Advisors as a relationship-management point of contact, delivering administrative support to key clients.
• Execute client servicing requirements.
• Conduct annual relationship reviews for clients.
• Perform ongoing discovery by assessing clients’ financial situations to retain and grow client relationships.
• Communicate and deliver the Private Wealth Management mission and vision statement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level