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

Regions Bank•Little Rock, AR

13d•$56,591

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. Currently, they are responsible for the complete administration of each account they are assigned.

Requirements

Bachelor’s degree in business, finance, economics, accounting or related field
Three (3) 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).
Knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

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)
Ability to interpret and present complex topics in a concise and effective manner
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

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 the 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. The Trust Support Administrator is in initial deployment beginning with Administrative reviews. 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