The Private Wealth Management Trust Advisor is responsible for acquiring personal trust, estate, IRA, and investment management client relationships
Job Summary
The Private Wealth Management Trust Advisor is responsible for acquiring personal trust, estate, IRA, and investment management client relationships.
This role involves providing advisory services, developing complex investment allocations, and ensuring account administration complies with fiduciary principles.
Regions offers a comprehensive benefits package including 401K with company match, medical/dental/vision, and performance-based incentive plans.
Matching Summary
The Private Wealth Management Trust Advisor is responsible for acquiring personal trust, estate, IRA, and investment management client relationships.
Salary
Base: $116,187.31 - $167,554.50 USD; Bonus/Equity: Incentive eligible with formulaic plan and Long Term Incentive Plan potential; Benefits: Comprehensive package including 401K match, health insurance, and paid time off
Skills & Requirements
Must-have
8 years trust administration experience
Direct client interaction for fiduciary services
Knowledge of trust principles and tax matters
Ability to manage complex investment allocations
Strong sales and presentation skills
Nice-to-have
Mentoring junior trust advisors
Partnership with trust administrators
Deep understanding of regulatory compliance
Advanced analytical problem-solving abilities
Key Requirements
Bachelor's degree in business, finance, or related field
8 years of Trust Administration or Estate/Tax Law experience
JD, LLM, CPA, CTFA, CFP, or similar advanced certification preferred
Solid knowledge of fiduciary products and regulatory requirements