Solid knowledge of trust principles and tax matters
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Regions Financial is seeking a Private Wealth Trust Advisor in Fayetteville, AR, to manage and grow client relationships related to personal trust, estate, and investment management. The ideal candidate should have extensive experience in trust administration and fiduciary services, along with relevant educational qualifications and certifications.
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Job Summary
The Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships.
This position involves performing perpetual discovery to assess client financial situations and providing guidance on complex investment allocations.
Regions offers a comprehensive benefits package including paid vacation, 401K with company match, medical/dental/vision, and an incentive pay plan.
Matching Summary
Match Score: 75
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Regions Financial is seeking a Private Wealth Trust Advisor in Fayetteville, AR, to manage and grow client relationships related to personal trust, estate, and investment management. The ideal candidate should have extensive experience in trust administration and fiduciary services, along with relevant educational qualifications and certifications.
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Salary
Base: $105,159.92 - $151,648.50 USD; Bonus/Equity: Incentive eligible with formulaic plan and Long Term Incentive Plan potential; Benefits: Paid Vacation/Sick Time, 401K match, Medical/Dental/Vision, HSA, Life Insurance
Skills & Requirements
Must-have
8 years of trust administration experience
Direct client interaction for fiduciary services
Solid knowledge of trust principles and tax matters
Nice-to-have
Strong presentation and sales skills
Ability to mentor junior trust advisors
Advanced analytical and problem-solving skills
Key Requirements
Bachelor's degree in business, finance, economics, or accounting
Eight (8) years of relevant experience in trust administration or estate law
JD, CTFA, CPA, or similar advanced certification preferred