Private Wealth Management Trust Advisor - JD, LLM, CTFA, CPA

Regions Bank•Houston, TX

12d

About The Position

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.

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 d irect 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).
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
Ability to interpret and present complex topics in a concise and effective manner
Ability to manage multiple goals and deadlines
C onfidently 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

Nice To Haves

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 C ertified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

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