Private Wealth Management Wealth Advisor

Regions Bank•Indianapolis, IN

1d•Onsite

About The Position

At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for 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, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned. Primary 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 Generates large new business opportunities on a consistent basis Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts ( 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 This 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 in Business, Finance, Economics, Accounting or a 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)
Strong 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 simultaneously
Advanced analytical and problem-solving skills, including attention to detail
Demonstrated confidence in delivering and explaining solutions with a high degree of influence
Excellent presentation and sales abilities
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong organizational skills

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
Generates large new business opportunities on a consistent basis
Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts ( 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

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
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
Opportunity to participate in the Long Term Incentive Plan.